55 North Private Wealth, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 2106457 WINTER PARK, FL

Position in VLO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$433,893

+$44,001 QoQ

Shares Held

1,666

+5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,255

of 1,955 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

55 North Private Wealth, LLC holds $1,106,431 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	1,666	$433,893
2	PSX	Phillips 66	2,472	$417,891
3	MPC	Marathon Petroleum Corp	996	$254,647

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$433,893	1,666	+5.6%	Shares	Sole	2026-07-07
2026-03-31	$389,892	1,578	+1.9%	Shares	Sole	2026-04-17
2025-12-31	$251,998	1,548	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.