Position in VLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,401,175
-$1,431,395 QoQ
Shares Held
16,899
-28.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#504
of 1,955 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $8,312,311 across 6 Oil & Gas Refining & Marketing names. VLO ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
16,899 | $4,401,175 | |
| 2 | PSX |
Phillips 66
|
7,993 | $1,351,216 | |
| 3 | DINO |
HF Sinclair Corp
|
16,533 | $1,151,523 | |
| 4 | MPC |
Marathon Petroleum Corp
|
2,633 | $673,179 | |
| 5 | CLNE |
Clean Energy Fuels Corp.
|
194,882 | $399,508 | |
| 6 | PBF |
PBF Energy Inc.
|
7,375 | $335,710 |
All Filings in VLO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,401,175 | 16,899 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,832,570 | 23,606 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $740,043 | 4,546 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||