Question 1

How many shares of VLO does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC holds 229,679 shares of VLO (VALERO ENERGY CORP).

Question 2

What is EP Wealth Advisors, LLC's VLO position worth?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC's VLO position is worth $59.8M.

Question 3

Is EP Wealth Advisors, LLC buying or selling VLO?

Accepted Answer

In 2026-Q2, EP Wealth Advisors, LLC increased their VLO position (+2.3% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy VLO?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in VLO in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	229,679	+2.3%	$59.8M	0.2%	$259.44	36
2026-Q1	Decreased	224,571	-0.7%	$55.5M	0.3%	$217.71	0
2025-Q4	Increased	226,213	+11.4%	$36.8M	0.2%	$163.86	39
2025-Q2	Increased	203,092	+5.2%	$27.3M	0.2%	$131.95	36
2025-Q1	Increased	193,087	+3.8%	$25.5M	0.2%	$127.73	36
2024-Q4	Increased	186,085	+2.4%	$22.8M	0.2%	$115.23	35
2024-Q3	Increased	181,720	+5.9%	$24.5M	0.2%	$130.03	36