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Livermore
Livermore
ZHEN

Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

VLO holding history

Valero Energy Corp in every 13F filed by Compass 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)
2,277
Value
$593.0K
% of portfolio
0.1%
Quarters held
13
Since Q4 2022
Holdings of VLO by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,277$593.0K0.1%+2,277NewHolders
Q4 20250$00.0%−2,338−100.0%Sold outHolders
Q3 20252,338$398.1K0.1%−500−17.6%ReducedHolders
Q2 20252,838$381.5K0.1%00.0%UnchangedHolders
Q1 20252,838$374.8K0.1%−500−15.0%ReducedHolders
Q4 20243,338$409.2K0.1%00.0%UnchangedHolders
Q3 20243,338$450.7K0.1%+1,000+42.8%AddedHolders
Q2 20242,338$366.5K0.1%00.0%UnchangedHolders
Q1 20242,338$399.1K0.1%00.0%UnchangedHolders
Q4 20232,338$303.9K0.1%00.0%UnchangedHolders
Q3 20232,338$331.3K0.1%00.0%UnchangedHolders
Q2 20232,338$274.2K0.1%00.0%UnchangedHolders
Q1 20232,338$326.4K0.1%−100−4.1%ReducedHolders
Q4 20222,438$309.3K0.1%–No prior filingHolders