Skip to main content

PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

VLO holding history

Valero Energy Corp in every 13F filed by PBMares 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 Q3 2025 holdings

Shares (Q3 2025)
3,814
Value
$649.4K
% of portfolio
0.1%
Quarters held
12
Since Q4 2022
Holdings of VLO by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20253,814$649.4K0.1%00.0%UnchangedHolders
Q2 20253,814$512.7K0.1%−18−0.5%ReducedHolders
Q1 20253,832$506.1K0.1%00.0%UnchangedHolders
Q4 20243,832$469.8K0.1%−290−7.0%ReducedHolders
Q3 20244,122$556.6K0.1%−70−1.7%ReducedHolders
Q2 20244,192$657.2K0.2%+290+7.4%AddedHolders
Q1 20243,902$666.1K0.2%−6−0.2%ReducedHolders
Q4 20233,908$508.1K0.2%+154+4.1%AddedHolders
Q3 20233,754$532.0K0.2%00.0%UnchangedHolders
Q2 20233,754$440.4K0.2%00.0%UnchangedHolders
Q1 20233,754$524.1K0.2%00.0%UnchangedHolders
Q4 20223,754$476.3K0.2%+3,754NewHolders