Aventura Private Wealth, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 2074418 AVENTURA, FL

Position in VLO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$12,501

-$89,655 QoQ

Shares Held

-92.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,867

of 1,955 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $269,848 across 6 Oil & Gas Refining & Marketing names. VLO ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	1,909	$128,857
2	PSX	Phillips 66	521	$88,075
3	IEP	Icahn Enterprises L.P.	2,601	$18,753
4	VLO	Valero Energy Corp/Tx This page	48	$12,501
5	PBF	PBF Energy Inc.	240	$10,924
6	MPC	Marathon Petroleum Corp	42	$10,738

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,501	48	-92.0%	Shares	Sole	2026-07-15
2025-09-30	$102,156	600	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.