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TRB Wealth Management, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 2130988 HOUSTON, TX

Position in VLO

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$926,550
New position
Shares Held
3,750
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

TRB Wealth Management, LLC holds $943,640 across 2 Oil & Gas Refining & Marketing names.

# Ticker Company Shares Value (USD) Open

All Filings in VLO

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $926,550 3,750