IMG Wealth Management, Inc.

Position in VLO — Valero Energy Corp/Tx

CIK 2032103 JACKSONVILLE, FL

Position in VLO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$12,240

+$5,322 QoQ

Shares Held

+67.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,869

of 1,955 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

IMG Wealth Management, Inc. holds $25,084 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (48.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	47	$12,240
2	MPC	Marathon Petroleum Corp	39	$9,971
3	PSX	Phillips 66	17	$2,873

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,240	47	+67.9%	Shares	Sole	2026-08-07
2026-03-31	$6,918	28	+64.7%	Shares	Sole	2026-05-15
2025-12-31	$2,767	17	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.