Synergy Investment Management, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$66,410
+$52,574 QoQ
Shares Held
255
+355.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,753
of 1,951 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Synergy Investment Management, LLC holds $128,605 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (51.6% of the industry book) .
All Filings in VLO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,410 | 255 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,836 | 56 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,490 | 34 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,168 | 34 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||