Position in VLO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$321,903
+$17,007 QoQ
Shares Held
1,236
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,386
of 1,955 holders
Holding Since
Sep 2025
4 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, 2026Mascagni Wealth Management, Inc. holds $321,903 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
1,236 | $321,903 |
All Filings in VLO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,903 | 1,236 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $304,896 | 1,234 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $200,394 | 1,231 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $209,079 | 1,228 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||