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Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

VLO holding history

Valero Energy Corp in every 13F filed by HighMark 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)
475
Value
$123.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of VLO by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026475$123.8K<0.1%−125−20.8%ReducedHolders
Q1 2026600$148.3K0.1%00.0%UnchangedHolders
Q4 2025600$97.7K<0.1%00.0%UnchangedHolders
Q3 2025600$102.2K<0.1%00.0%UnchangedHolders
Q2 2025600$80.6K<0.1%00.0%UnchangedHolders
Q1 2025600$79.2K<0.1%00.0%UnchangedHolders
Q4 2024600$73.5K<0.1%00.0%UnchangedHolders
Q3 2024600$81.0K<0.1%00.0%UnchangedHolders
Q2 2024600$94.0K0.1%00.0%UnchangedHolders
Q1 2024600$102.3K0.1%+1+0.2%AddedHolders
Q4 2023599$77.9K0.1%+90+17.7%AddedHolders
Q3 2023509$72.2K0.1%+50+10.9%AddedHolders
Q2 2023459$53.9K<0.1%+40+9.5%AddedHolders
Q1 2023419$58.5K<0.1%+95+29.3%AddedHolders
Q4 2022324$41.1K<0.1%+59+22.3%AddedHolders
Q3 2022265$28.0K<0.1%+100+60.6%AddedHolders
Q2 2022165$18.0K<0.1%00.0%UnchangedHolders
Q1 2022165$17.0K<0.1%00.0%UnchangedHolders
Q4 2021165$12.0K<0.1%00.0%UnchangedHolders
Q3 2021165$12.0K<0.1%−52−24.0%ReducedHolders
Q2 2021217$17.0K<0.1%−12−5.2%ReducedHolders
Q1 2021229$16.0K<0.1%––Holders

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