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Livermore
Livermore
ZHEN

Forza Wealth Management, LLC

SEC CIK
0001963030
Latest filing
Jul 17, 2026

VLO holding history

Valero Energy Corp in every 13F filed by Forza 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)
3,364
Value
$876.1K
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of VLO by Forza Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,364$876.1K0.3%00.0%UnchangedHolders
Q1 20263,364$831.2K0.3%+18+0.5%AddedHolders
Q4 20253,346$544.7K0.2%00.0%UnchangedHolders
Q3 20253,346$569.7K0.2%00.0%UnchangedHolders
Q2 20253,346$449.8K0.2%00.0%UnchangedHolders
Q1 20253,346$441.9K0.2%00.0%UnchangedHolders
Q4 20243,346$410.2K0.2%00.0%UnchangedHolders
Q3 20243,346$451.8K0.2%−10.0%ReducedHolders
Q2 20243,347$524.7K0.3%00.0%UnchangedHolders
Q1 20243,347$571.3K0.3%00.0%UnchangedHolders
Q4 20233,347$435.1K0.2%00.0%UnchangedHolders
Q3 20233,347$474.3K0.2%00.0%UnchangedHolders
Q2 20233,347$392.6K0.2%00.0%UnchangedHolders
Q1 20233,347$467.2K0.2%+476+16.6%AddedHolders
Q4 20222,871$364.2K0.2%–No prior filingHolders