Wealth Management Associates, Inc.

Position in VLO — Valero Energy Corp/Tx

CIK 2067339 Cherry Hill, NJ

Position in VLO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$705,271

-$239,810 QoQ

Shares Held

2,708

-29.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,048

of 1,955 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Wealth Management Associates, Inc. holds $1,011,082 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (69.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx This page	2,708	$705,271
2	PSX	Phillips 66	1,809	$305,811

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$705,271	2,708	-29.2%	Shares	Sole	2026-07-21
2026-03-31	$945,081	3,825	0.0%	Shares	Sole	2026-05-13
2025-12-31	$622,671	3,825	0.0%	Shares	Sole	2026-01-20
2025-09-30	$651,244	3,825	0.0%	Shares	Sole	2025-10-21
2025-06-30	$514,156	3,825	-7.2%	Shares	Sole	2025-08-04
2025-03-31	$544,128	4,120	0.0%	Shares	Sole	2025-05-28
2024-12-31	$505,070	4,120	+23.1%	Shares	Sole	2025-05-28
2024-09-30	$452,080	3,348	0.0%	Shares	Sole	2025-05-28
2024-06-30	$524,832	3,348	0.0%	Shares	Sole	2025-05-28
2024-03-31	$571,470	3,348	-2.3%	Shares	Sole	2025-05-28
2023-12-31	$445,640	3,428	-14.2%	Shares	Sole	2025-05-28
2023-09-30	$565,989	3,994	+6.0%	Shares	Sole	2025-05-28
2023-06-30	$441,986	3,768	-18.0%	Shares	Sole	2025-05-28
2023-03-31	$641,741	4,597	+34.1%	Shares	Sole	2025-05-28
2022-12-31	$434,749	3,427	-37.7%	Shares	Sole	2025-05-28
2022-09-30	$587,888	5,502	0.0%	Shares	Sole	2025-05-28
2022-06-30	$584,752	5,502	-22.2%	Shares	Sole	2025-05-28
2022-03-31	$717,786	7,069	—	Shares	Sole	2025-05-28
No filing history on record for this holder in this stock.