VALLEY NATIONAL ADVISERS INC

Position in VLO — Valero Energy Corp/Tx

CIK 773411 BETHLEHEM, PA

Position in VLO

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$2,223

-$7,025 QoQ

Shares Held

-84.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

VALLEY NATIONAL ADVISERS INC holds $360,799 across 4 Oil & Gas Refining & Marketing names. VLO ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	1,229	$223,899
2	MPC	Marathon Petroleum Corp	509	$124,287
3	CAPL	CrossAmerica Partners LP	500	$10,390
4	VLO	Valero Energy Corp/Tx This page	9	$2,223

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,223	9	-84.7%	Shares	Sole	2026-04-15
2024-06-30	$9,248	59	+1.7%	Shares	Sole	2024-07-18
2024-03-31	$9,900	58	+81.2%	Shares	Sole	2024-04-19
2023-12-31	$4,160	32	+166.7%	Shares	Sole	2024-01-25
2023-09-30	$1,700	12	-94.0%	Shares	Sole	2023-11-13
2023-06-30	$23,460	200	0.0%	Shares	Sole	2023-07-31
2023-03-31	$27,920	200	-1.0%	Shares	Sole	2023-04-26
2022-12-31	$25,625	202	0.0%	Shares	Sole	2023-01-12
2022-09-30	$21,583	202	+1.0%	Shares	Sole	2022-11-08
2022-06-30	$21,256	200	-0.5%	Shares	Sole	2022-07-15
2022-03-31	$20,409	201	-10.3%	Shares	Sole	2022-05-06
2021-12-31	$16,824	224	0.0%	Shares	Sole	2022-02-11
2021-09-30	$15,807	224	0.0%	Shares	Sole	2021-11-10
2021-06-30	$17,489	224	0.0%	Shares	Sole	2021-08-02
2021-03-31	$16,038	224	0.0%	Shares	Sole	2021-05-07
2020-12-31	$12,671	224	-43.0%	Shares	Sole	2021-02-11
2020-09-30	$17,024	393	-6.7%	Shares	Sole	2020-11-13
2020-06-30	$24,763	421	-98.8%	Shares	Sole	2020-08-10
2020-03-31	$1,638,448	36,121	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.