Position in VLO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$364,616
+$18,704 QoQ
Shares Held
1,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,344
of 1,955 holders
Holding Since
Sep 2025
4 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $364,616 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
|
1,400 | $364,616 |
All Filings in VLO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,616 | 1,400 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $345,912 | 1,400 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $227,906 | 1,400 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $238,364 | 1,400 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||