Position in VLO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,237,350
+$10,104 QoQ
Shares Held
4,751
-4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#848
of 1,951 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, 2026Athena Wealth Management, LLC holds $1,446,126 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (85.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
4,751 | $1,237,350 | |
| 2 | PSX |
Phillips 66
|
1,235 | $208,776 |
All Filings in VLO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,237,350 | 4,751 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,227,246 | 4,967 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $614,857 | 3,777 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||