Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$267,732
+$62,162 QoQ
Shares Held
1,028
+23.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,491
of 1,955 holders
Holding Since
Mar 2026
2 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, 2026Flatrock Wealth Partners LLC holds $639,134 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
2,197 | $371,402 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
1,028 | $267,732 |
All Filings in VLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,732 | 1,028 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $205,570 | 832 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||