Position in VLO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$211,737
+$11,603 QoQ
Shares Held
813
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,629
of 1,955 holders
Holding Since
Mar 2026
2 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, 2026Alteri Wealth LLC holds $1,024,511 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
3,179 | $812,774 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
813 | $211,737 |
All Filings in VLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,737 | 813 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $200,134 | 810 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||