Wealth Enhancement Trust Services, Inc.
Position in VLO — Valero Energy Corp/Tx
CIK 2067696
SIOUX FALLS, SD
Position in VLO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$305,496
-$65,124 QoQ
Shares Held
1,173
-21.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,410
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, 2026Wealth Enhancement Trust Services, Inc. holds $1,227,564 across 8 Oil & Gas Refining & Marketing names. VLO ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
5,126 | $866,549 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
1,173 | $305,496 | |
| 3 | MPC |
Marathon Petroleum Corp
|
174 | $44,486 | |
| 4 | PBF |
PBF Energy Inc.
|
179 | $8,148 | |
| 5 | WKC |
World Kinect Corp
|
44 | $1,449 | |
| 6 | DK |
Delek US Holdings, Inc.
|
25 | $1,270 | |
| 7 | DINO |
HF Sinclair Corp
|
2 | $139 | |
| 8 | CVI |
Cvr Energy Inc
|
1 | $27 |
All Filings in VLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,496 | 1,173 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $370,620 | 1,500 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||