Retirement Wealth Solutions LLC
PensionPosition in VLO — Valero Energy Corp/Tx
CIK 2044741
MARSHFIELD, WI
Position in VLO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$7,031
+$854 QoQ
Shares Held
27
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,891
of 1,955 holders
Holding Since
Sep 2025
4 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, 2026Retirement Wealth Solutions LLC holds $21,488 across 4 Oil & Gas Refining & Marketing names. VLO ranks #2 (32.7% of the industry book) .
All Filings in VLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,031 | 27 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $6,177 | 25 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,139 | 7 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,021 | 6 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||