Position in VLO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$309,923
+$17,381 QoQ
Shares Held
1,190
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,403
of 1,955 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Broadway Wealth Solutions, Inc. holds $309,923 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
1,190 | $309,923 |
All Filings in VLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,923 | 1,190 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $292,542 | 1,184 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $299,317 | 1,758 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $250,558 | 1,864 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $237,065 | 1,795 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $219,558 | 1,791 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||