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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

VLO holding history

Valero Energy Corp in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VLO overviewAll 13F holders of VLOFull Q2 2026 holdings

Shares (Q2 2026)
850
Value
$221.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of VLO by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026850$221.4K<0.1%00.0%UnchangedHolders
Q1 2026850$210.0K<0.1%00.0%UnchangedHolders
Q4 2025850$138.4K<0.1%00.0%UnchangedHolders
Q3 2025850$144.7K<0.1%00.0%UnchangedHolders
Q2 2025850$114.3K<0.1%00.0%UnchangedHolders
Q1 2025850$112.3K<0.1%00.0%UnchangedHolders
Q4 2024850$104.2K<0.1%00.0%UnchangedHolders
Q3 2024850$114.8K<0.1%00.0%UnchangedHolders
Q2 2024850$133.2K<0.1%00.0%UnchangedHolders
Q1 2024850$145.1K<0.1%−3−0.4%ReducedHolders
Q4 2023853$110.9K<0.1%+3+0.4%AddedHolders
Q3 2023850$120.5K<0.1%00.0%UnchangedHolders
Q2 2023850$99.7K<0.1%−80−8.6%ReducedHolders
Q1 2023930$129.8K<0.1%−200−17.7%ReducedHolders
Q4 20221,130$143.4K<0.1%−90−7.4%ReducedHolders
Q3 20221,220$130.0K<0.1%00.0%UnchangedHolders
Q2 20221,220$130.0K<0.1%−3,039−71.4%ReducedHolders
Q1 20224,259$432.0K0.1%−1,475−25.7%ReducedHolders
Q4 20215,734$431.0K0.1%−152−2.6%ReducedHolders
Q3 20215,886$415.0K0.1%−184−3.0%ReducedHolders
Q2 20216,070$474.0K0.1%+20+0.3%AddedHolders
Q1 20216,050$433.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.