Alvarez & Marsal Private Wealth Partners, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 2109121
WEST PALM BEACH, FL
Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$464,104
-$12,513 QoQ
Shares Held
1,782
-7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,220
of 1,955 holders
Holding Since
Dec 2025
3 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, 2026Alvarez & Marsal Private Wealth Partners, LLC holds $464,104 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
1,782 | $464,104 |
All Filings in VLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,104 | 1,782 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $476,617 | 1,929 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $391,835 | 2,407 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||