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Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

VLO holding history

Valero Energy Corp in every 13F filed by Opal Wealth 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)
1,489
Value
$387.7K
% of portfolio
0.1%
Quarters held
17
Since Q1 2021
Holdings of VLO by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,489$387.7K0.1%−100−6.3%ReducedHolders
Q1 20261,589$392.5K0.1%−342−17.7%ReducedHolders
Q4 20251,931$314.4K0.1%−26−1.3%ReducedHolders
Q3 20251,957$333.2K0.1%+27+1.4%AddedHolders
Q2 20251,930$259.4K0.1%−1−0.1%ReducedHolders
Q1 20251,931$255.0K0.1%+1,931NewHolders
Q4 20240$00.0%−1,834−100.0%Sold outHolders
Q3 20241,834$247.6K0.1%+82+4.7%AddedHolders
Q2 20241,752$274.7K0.1%+414+30.9%AddedHolders
Q1 20241,338$228.3K0.1%+1,338NewHolders
Q1 20230$00.0%−3,496−100.0%Sold outHolders
Q4 20223,496$443.6K0.2%−8−0.2%ReducedHolders
Q3 20223,504$374.0K0.3%00.0%UnchangedHolders
Q2 20223,504$372.0K0.2%+8+0.2%AddedHolders
Q1 20223,496$355.0K0.3%+9+0.3%AddedHolders
Q4 20213,487$262.0K0.2%−15,439−81.6%ReducedHolders
Q3 202118,926$1.34M1.3%+14,851+364.4%AddedHolders
Q2 20214,075$318.0K0.3%+725+21.6%AddedHolders
Q1 20213,350$240.0K0.3%––Holders

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