Position in VLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,300,385
+$126,463 QoQ
Shares Held
16,512
-2.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.76%
of 13F equity value
Holder Rank
#510
of 1,955 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026M3 Wealth Management, LLC holds $4,300,385 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
|
16,512 | $4,300,385 |
All Filings in VLO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,300,385 | 16,512 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,173,922 | 16,893 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,793,801 | 17,162 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||