M3 Wealth Management, LLC

SEC CIK: 0002109365
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

VLO holding history

Valero Energy Corp in every 13F filed by M3 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 overview All 13F holders of VLO Full Q2 2026 holdings

Shares (Q2 2026): 16,512
Value: $4.30M
% of portfolio: 2.8%
Quarters held: 3; Since Q4 2025

Holdings of VLO by M3 Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,512	$4.30M	2.8%	−381−2.3%	Reduced	Holders
Q1 2026	16,893	$4.17M	3.2%	−269−1.6%	Reduced	Holders
Q4 2025	17,162	$2.79M	2.3%	–	No prior filing	Holders