Total Wealth Planning & Management, Inc.
Position in VLO — Valero Energy Corp/Tx
CIK 2058383
Ponte Vedra Beach, FL
Position in VLO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$652,402
-$103,909 QoQ
Shares Held
2,505
-18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,088
of 1,964 holders
Holding Since
Dec 2024
6 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, 2026Total Wealth Planning & Management, Inc. holds $1,345,779 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
2,712 | $693,377 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
2,505 | $652,402 |
All Filings in VLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,402 | 2,505 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $756,311 | 3,061 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $527,276 | 3,239 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $474,099 | 3,527 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $419,190 | 3,174 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $345,948 | 2,822 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||