Position in VLO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$852,420
-$19,031 QoQ
Shares Held
3,273
-7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#970
of 1,955 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Sun Group Wealth Partners holds $852,420 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
|
3,273 | $852,420 |
All Filings in VLO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,420 | 3,273 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $871,451 | 3,527 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $472,579 | 2,903 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||