Morris Retirement Advisors, LLC

SEC CIK: 0001841816
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

VLO holding history

Valero Energy Corp in every 13F filed by Morris Retirement Advisors, 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): 819
Value: $213.4K
% of portfolio: 0.1%
Quarters held: 3; Since Q1 2023

Holdings of VLO by Morris Retirement Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	819	$213.4K	0.1%	+819	New	Holders
Q3 2023	0	$0	0.0%	−1,966−100.0%	Sold out	Holders
Q2 2023	1,966	$230.6K	0.2%	+246+14.3%	Added	Holders
Q1 2023	1,720	$240.2K	0.2%	+1,720	New	Holders