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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

VLO holding history

Valero Energy Corp in every 13F filed by CWM Advisors, 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)
26,000
Value
$6.77M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of VLO by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,000$6.77M0.3%+5,066+24.2%AddedHolders
Q1 202620,934$5.17M0.3%+11,179+114.6%AddedHolders
Q4 20259,755$1.59M0.1%+1,460+17.6%AddedHolders
Q3 20258,295$1.41M0.1%+6,195+295.0%AddedHolders
Q2 20252,100$282.3K<0.1%−267−11.3%ReducedHolders
Q1 20252,367$312.6K<0.1%+262+12.4%AddedHolders
Q4 20242,105$258.1K<0.1%+10.0%AddedHolders
Q3 20242,104$284.1K<0.1%+407+24.0%AddedHolders
Q2 20241,697$266.0K<0.1%−6,166−78.4%ReducedHolders
Q1 20247,863$1.34M0.1%+4,435+129.4%AddedHolders
Q4 20233,428$445.6K<0.1%−3,375−49.6%ReducedHolders
Q3 20236,803$964.1K0.1%+3,445+102.6%AddedHolders
Q2 20233,358$393.9K<0.1%−3,380−50.2%ReducedHolders
Q1 20236,738$940.7K0.1%+1,022+17.9%AddedHolders
Q4 20225,716$725.1K0.1%−5,800−50.4%ReducedHolders
Q3 202211,516$1.23M0.2%+5,374+87.5%AddedHolders
Q2 20226,142$653.0K0.1%−639−9.4%ReducedHolders
Q1 20226,781$689.0K0.1%−926−12.0%ReducedHolders
Q4 20217,707$579.0K0.1%−102−1.3%ReducedHolders
Q3 20217,809$551.0K0.1%+59+0.8%AddedHolders
Q2 20217,750$605.0K0.1%+998+14.8%AddedHolders
Q1 20216,752$483.0K0.1%––Holders

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