Mowery & Schoenfeld Wealth Management, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 2019946
LINCOLNSHIRE, IL
Position in VLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$67,974
+$3,487 QoQ
Shares Held
261
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,753
of 1,955 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $70,019 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (97.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
261 | $67,974 | |
| 2 | MPC |
Marathon Petroleum Corp
|
8 | $2,045 |
All Filings in VLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,974 | 261 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $64,487 | 261 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $58,441 | 359 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $44,437 | 261 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $40,326 | 300 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $39,621 | 300 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $36,409 | 297 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||