Position in VLO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$331,540
+$17,008 QoQ
Shares Held
1,273
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,374
of 1,955 holders
Holding Since
Mar 2024
5 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, 2026Martel Wealth Advisors LLC holds $331,540 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
|
1,273 | $331,540 |
All Filings in VLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,540 | 1,273 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $314,532 | 1,273 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $207,231 | 1,273 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $216,740 | 1,273 | Shares | Sole | 2025-10-14 | |
| 2024-03-31 | $217,288 | 1,273 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||