Position in VLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$201,059
New position
Shares Held
772
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,660
of 1,955 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026LeConte Wealth Management, LLC holds $423,190 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
1,314 | $222,131 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
772 | $201,059 |
All Filings in VLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,059 | 772 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||