Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$304,193
+$12,886 QoQ
Shares Held
1,168
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,412
of 1,955 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026XXI WEALTH, LLC holds $513,842 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
1,168 | $304,193 | |
| 2 | MPC |
Marathon Petroleum Corp
|
820 | $209,649 |
All Filings in VLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,193 | 1,168 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $291,307 | 1,179 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||