Cypress Wealth Services, LLC

SEC CIK: 0001721527
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

VLO holding history

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

VLO overview All 13F holders of VLO Full Q2 2026 holdings

Shares (Q2 2026): 5,886
Value: $1.53M
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of VLO by Cypress Wealth Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,886	$1.53M	0.2%	+6+0.1%	Added	Holders
Q1 2026	5,880	$1.45M	0.2%	−513−8.0%	Reduced	Holders
Q4 2025	6,393	$1.04M	0.1%	+6,393	New	Holders