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Livermore
Livermore
ZHEN

Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

VLO holding history

Valero Energy Corp in every 13F filed by Confluence Wealth Services, Inc., 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)
9,564
Value
$2.49M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of VLO by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,564$2.49M0.1%+1,036+12.1%AddedHolders
Q1 20268,528$2.11M0.1%+1,128+15.2%AddedHolders
Q4 20257,400$1.20M<0.1%+318+4.5%AddedHolders
Q3 20257,082$1.21M0.1%00.0%UnchangedHolders
Q2 20257,082$952.0K0.1%00.0%UnchangedHolders
Q1 20257,082$810.9K0.1%−14−0.2%ReducedHolders
Q4 20247,096$998.5K0.1%−674−8.7%ReducedHolders
Q3 20247,770$1.05M0.1%+14+0.2%AddedHolders
Q2 20247,756$1.22M0.1%−194−2.4%ReducedHolders
Q1 20247,950$1.36M0.1%00.0%UnchangedHolders
Q4 20237,950$1.03M0.1%−47−0.6%ReducedHolders
Q3 20237,997$1.13M0.2%00.0%UnchangedHolders
Q2 20237,997$938.0K0.2%+34+0.4%AddedHolders
Q1 20237,963$1.11M0.3%+77+1.0%AddedHolders
Q4 20227,886$1.00M0.3%+261+3.4%AddedHolders
Q3 20227,625$814.0K0.3%−100−1.3%ReducedHolders
Q2 20227,725$881.0K0.4%−199−2.5%ReducedHolders
Q1 20227,924$804.0K0.3%+164+2.1%AddedHolders
Q4 20217,760$582.0K0.2%–No prior filingHolders