ROTHSCHILD INVESTMENT LLC

Position in VLO — Valero Energy Corp/Tx

CIK 85338 CHICAGO, IL

Position in VLO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,308,108

+$2,147,821 QoQ

Shares Held

12,702

+170.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#575

of 1,951 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $20,950,092 across 10 Oil & Gas Refining & Marketing names. VLO ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	63,281	$10,697,653
2	MPC	Marathon Petroleum Corp	22,097	$5,649,539
3	VLO	Valero Energy Corp/Tx This page	12,702	$3,308,108
4	PBF	PBF Energy Inc.	25,290	$1,151,200
5	DINO	HF Sinclair Corp	1,416	$98,624
6	WKC	World Kinect Corp	925	$30,469
7	DK	Delek US Holdings, Inc.	156	$7,926
8	PARR	Par Pacific Holdings, Inc.	86	$4,822

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,308,108	12,702	+170.5%	Shares	Sole	2026-08-06
2026-03-31	$1,160,287	4,696	-28.8%	Shares	Sole	2026-05-07
2025-12-31	$1,074,251	6,599	+0.4%	Shares	Sole	2026-02-10
2025-09-30	$1,118,778	6,571	-5.6%	Shares	Sole	2025-11-07
2025-06-30	$935,428	6,959	+10.5%	Shares	Sole	2025-08-11
2025-03-31	$831,776	6,298	+5.1%	Shares	Sole	2025-04-08
2024-12-31	$734,314	5,990	+0.9%	Shares	Sole	2025-02-04
2024-09-30	$801,538	5,936	-3.7%	Shares	Sole	2024-10-18
2024-06-30	$965,955	6,162	-4.2%	Shares	Sole	2024-07-31
2024-03-31	$1,097,536	6,430	+0.4%	Shares	Sole	2024-07-31
2023-12-31	$832,260	6,402	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.