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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2001
Massar Capital Management
Connecticut
– -$572K -2,315 Closed
PWP
2002
Precedent Wealth Partners
Texas
– -$494K -2,000 Closed
LMFP
2003
Larry Mathis Financial Planning
Arizona
– -$469K -1,899 Closed
DTL
2004
Dynamic Technology Lab
Singapore
– -$452K -1,828 Closed
QCM
2005
Qsemble Capital Management
New York
– -$429K -1,736 Closed
FCM
2006
Fairbanks Capital Management
California
– -$427K -1,727 Closed
PCP
2007
Perbak Capital Partners
United Kingdom
– -$404K -1,636 Closed
EWM
2008
EPG Wealth Management
Georgia
– -$399K -1,614 Closed
RWMG
2009
Redwood Wealth Management Group
New Jersey
– -$364K -1,472 Closed
SRA
2010
Secured Retirement Advisors
Minnesota
– -$354K -1,431 Closed
SFC
2011
Strategic Financial Concepts
Texas
– -$353K -1,429 Closed
CA
2012
Corecam AG
– -$346K -1,399 Closed
HWP
2013
Hibernia Wealth Partners
Louisiana
– -$330K -1,334 Closed
OA
2014
Oak Associates
Ohio
– -$317K -1,282 Closed
CAM
2015
Cozad Asset Management
Illinois
– -$286K -1,158 Closed
AOWM
2016
Alpha Omega Wealth Management
Virginia
– -$285K -1,152 Closed
MMC
2017
Mizuho Markets Cayman
Cayman Islands
– -$278K -1,124 Closed
AIM
2018
Athena Investment Management
California
– -$261K -1,058 Closed
SYBT
2019
Stock Yards Bank & Trust
Kentucky
– -$251K -1,016 Closed
CAIMH
2020
Central Asset Investments & Management Holdings
Hong Kong
– -$247K -1,000 Closed
CCM
2021
Corsair Capital Management
New York
– -$247K -1,000 Closed
TCM
2022
Tuttle Capital Management
Connecticut
– -$245K -992 Closed
AFP
2023
ATLas Financial Planning
Georgia
– -$244K -986 Closed
WA
2024
Win Advisors
Florida
– -$240K -971 Closed
HPC
2025
Hobart Private Capital
North Carolina
– -$239K -969 Closed
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