Position in VLO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,073
+$414 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,885
of 1,955 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $18,299 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
40 | $10,226 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
31 | $8,073 |
All Filings in VLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,073 | 31 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,659 | 31 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,046 | 31 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $5,278 | 31 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $4,167 | 31 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,094 | 31 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $3,800 | 31 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||