Position in VLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,239,352
+$747,798 QoQ
Shares Held
12,438
+23.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#581
of 1,955 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $7,752,725 across 12 Oil & Gas Refining & Marketing names. VLO ranks #1 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
12,438 | $3,239,352 | |
| 2 | MPC |
Marathon Petroleum Corp
|
9,942 | $2,541,871 | |
| 3 | PSX |
Phillips 66
|
9,870 | $1,668,523 | |
| 4 | SUN |
Sunoco LP
|
3,736 | $252,180 | |
| 5 | PBF |
PBF Energy Inc.
|
586 | $26,674 | |
| 6 | DINO |
HF Sinclair Corp
|
271 | $18,875 | |
| 7 | WKC |
World Kinect Corp
|
94 | $3,096 | |
| 8 | CAPL |
CrossAmerica Partners LP
|
50 | $1,121 |
All Filings in VLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,239,352 | 12,438 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,491,554 | 10,084 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,657,853 | 10,184 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,811,736 | 10,641 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,441,788 | 10,726 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,283,588 | 9,719 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,067,758 | 8,710 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,120,884 | 8,301 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,409,585 | 8,992 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $441,916 | 2,589 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $300,820 | 2,314 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $299,574 | 2,114 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $137,710 | 1,174 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $92,694 | 664 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $79,287 | 625 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $61,866 | 579 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $49,207 | 463 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $44,779 | 441 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $33,123 | 441 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $31,121 | 441 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $141,559 | 1,813 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $140,407 | 1,961 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $98,431 | 1,740 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $58,048 | 1,340 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $90,582 | 1,540 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $110,451 | 2,435 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||