Whelan Financial

SEC CIK: 0001894921
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

VLO holding history

Valero Energy Corp in every 13F filed by Whelan Financial, 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): 811
Value: $211.2K
% of portfolio: 0.1%
Quarters held: 3; Since Q3 2025

Holdings of VLO by Whelan Financial, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	811	$211.2K	0.1%	+811	New	Holders
Q1 2026	0	$0	0.0%	−1,386−100.0%	Sold out	Holders
Q4 2025	1,386	$225.6K	0.1%	+8+0.6%	Added	Holders
Q3 2025	1,378	$234.6K	0.1%	+1,378	New	Holders