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Valero Energy Corporation shares owned by Martel Wealth Advisors

Quarter-by-quarter ownership of Valero Energy Corporation (VLO) shares owned by Martel Wealth Advisors from 13F filings

Historical chart of Martel Wealth Advisors investment in Valero Energy Corporation

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All positions including Valero Energy Corporation held by Martel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valero Energy Corporation by Martel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 1.3k 170.26
2024-03-31 $217k 1.3k 170.69

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Vanguard Malvern Fds Core Bd Etf (VCRB)
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Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Martel Wealth Advisors

Top funds holding Valero Energy Corporation

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
FMR
Ameriprise Financial
Franklin Resources
Barclays
Invesco
Northern Trust
Susquehanna International
Dimensional Fund Advisors
Bank of New York Mellon

View all funds holding Valero Energy Corporation