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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
2001
Evoke Wealth
California
– -$1.24M -5,037 Closed
CP
2002
Cumberland Partners
Ontario, Canada
– -$1.14M -4,600 Closed
HP
2003
Havemeyer Place
Connecticut
– -$1.02M -4,138 Closed
HT
2004
Headlands Technologies
Illinois
– -$950K -3,844 Closed
GCM
2005
Gallacher Capital Management
Colorado
– -$946K -3,829 Closed
TWM
2006
TRB Wealth Management
Texas
– -$927K -3,750 Closed
4WM
2007
49 Wealth Management
Texas
– -$921K -3,727 Closed
QPWM
2008
Quadrant Private Wealth Management
Pennsylvania
– -$870K -3,520 Closed
LCM
2009
LRT Capital Management
Texas
– -$846K -3,422 Closed
TSS
2010
Two Sigma Securities
New York
– -$712K -2,880 Closed
AU
2011
AlphaGrep UK
– -$649K -2,628 Closed
MG
2012
Marex Group
– -$595K -2,407 Closed
MCM
2013
Massar Capital Management
Connecticut
– -$572K -2,315 Closed
PWP
2014
Precedent Wealth Partners
Texas
– -$494K -2,000 Closed
LMFP
2015
Larry Mathis Financial Planning
Arizona
– -$469K -1,899 Closed
DTL
2016
Dynamic Technology Lab
Singapore
– -$452K -1,828 Closed
QCM
2017
Qsemble Capital Management
New York
– -$429K -1,736 Closed
FCM
2018
Fairbanks Capital Management
California
– -$427K -1,727 Closed
PCP
2019
Perbak Capital Partners
United Kingdom
– -$404K -1,636 Closed
EWM
2020
EPG Wealth Management
Georgia
– -$399K -1,614 Closed
RWMG
2021
Redwood Wealth Management Group
New Jersey
– -$364K -1,472 Closed
SRA
2022
Secured Retirement Advisors
Minnesota
– -$354K -1,431 Closed
SFC
2023
Strategic Financial Concepts
Texas
– -$353K -1,429 Closed
CA
2024
Corecam AG
– -$346K -1,399 Closed
HWP
2025
Hibernia Wealth Partners
Louisiana
– -$330K -1,334 Closed
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