SEC 13F Intelligence

Adirondack Retirement Specialists, Inc. / VLO

Adirondack Retirement Specialists, Inc.’s Valero Energy Corp Position

Does Adirondack Retirement Specialists, Inc. own Valero Energy Corp (VLO)? Yes — 22.7K shares worth $3M (+2.50% of its 13F portfolio) as of Q3 2023, up from 22.6K shares the prior filed quarter.

Position Value
$3M
Q3 2023
Shares
22.7K
% of Portfolio
+2.50%
Quarters Held
5
currently held

Position History VLO

Reported value by quarter
Q3 ’22: $960,000Q3 ’22Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ1 ’23Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202322.7K$3M+2.50%
Q2 202322.6K$3M+2.08%
Q1 202315.1K$2M+1.61%
Q4 202212.9K$2M+1.84%
Q3 20229.0K$960,000+0.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Adirondack Retirement Specialists, Inc.’s full portfolio or all institutional holders of VLO.