PINNACLE ASSOCIATES LTD

Position in VLO — Valero Energy Corp/Tx

CIK 743127 NEW YORK, NY

Position in VLO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$22,527,018

+$1,123,466 QoQ

Shares Held

86,496

-0.2% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#218

of 1,964 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Energy · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $38,448,641 across 4 Oil & Gas Refining & Marketing names. VLO ranks #1 (58.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	86,496	$22,527,018
2	MPC	Marathon Petroleum Corp	35,291	$9,022,849
3	PSX	Phillips 66	33,020	$5,582,031
4	WKC	World Kinect Corp	39,974	$1,316,743

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,527,018	86,496	-0.2%	Shares	Sole	2026-08-03
2026-03-31	$21,403,552	86,626	-2.1%	Shares	Sole	2026-04-22
2025-12-31	$14,402,682	88,474	-0.3%	Shares	Sole	2026-02-05
2025-09-30	$15,109,212	88,742	-0.3%	Shares	Sole	2025-11-13
2025-06-30	$11,965,665	89,017	+0.8%	Shares	Sole	2025-08-04
2025-03-31	$11,667,592	88,344	+2.9%	Shares	Sole	2025-05-06
2024-12-31	$10,525,332	85,858	+20.1%	Shares	Sole	2025-02-14
2024-09-30	$9,653,564	71,492	-0.6%	Shares	Sole	2024-10-25
2024-06-30	$11,280,292	71,959	+0.4%	Shares	Sole	2024-07-30
2024-03-31	$12,237,107	71,692	+0.3%	Shares	Sole	2024-04-26
2023-12-31	$9,293,960	71,492	+1.0%	Shares	Sole	2024-01-19
2023-09-30	$10,035,760	70,819	+0.4%	Shares	Sole	2023-10-24
2023-06-30	$8,275,632	70,551	+0.4%	Shares	Sole	2023-07-27
2023-03-31	$9,814,298	70,303	+0.3%	Shares	Sole	2023-05-05
2022-12-31	$8,896,311	70,127	-2.7%	Shares	Sole	2023-02-01
2022-09-30	$7,703,457	72,096	-9.1%	Shares	Sole	2022-11-01
2022-06-30	$8,425,453	79,276	-26.6%	Shares	Sole	2022-08-02
2022-03-31	$10,965,304	107,990	-19.0%	Shares	Sole	2022-05-05
2021-12-31	$10,019,373	133,396	+12.9%	Shares	Sole	2022-02-02
2021-09-30	$8,339,327	118,171	+67.9%	Shares	Sole	2021-10-19
2021-06-30	$5,496,675	70,398	+2.8%	Shares	Sole	2021-08-02
2021-03-31	$4,901,306	68,454	+2.2%	Shares	Sole	2021-05-12
2020-12-31	$3,788,040	66,962	-40.1%	Shares	Sole	2021-01-26
2020-09-30	$4,839,320	111,711	+52.9%	Shares	Sole	2020-10-23
2020-06-30	$4,297,389	73,060	-4.5%	Shares	Sole	2020-08-14
2020-03-31	$3,469,541	76,489	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.