180 Wealth Advisors’s Valero Energy VLO Stock Holding History

180 Wealth Advisors’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Buy	+5,289	New	+$1.3M	0.14%	160
2024 Q3	–	Sell	-3,646	Closed	-$535K	–	460
2024 Q2	$535K	Buy	+3,646	New	+$588K	0.09%	207
2023 Q2	–	Sell	-3,400	Closed	-$475K	–	392
2023 Q1	$475K	Sell	3,400 -393	-10%	-$52.8K	0.11%	191
2022 Q4	$569K	Buy	3,793 +191	+5%	+$24K	0.13%	170
2022 Q3	$385K	Buy	3,602 +355	+11%	+$39.1K	0.11%	187
2022 Q2	$351K	Buy	+3,247	New	+$384K	0.09%	216
2019 Q3	–	Sell	-11,946	Closed	-$1.01M	–	271
2019 Q2	$1.01M	Sell	11,946 -12	-0.1%	-$991	0.45%	59
2019 Q1	$1.01M	Buy	11,958 +4,412	+58%	+$365K	0.46%	58
2018 Q4	$858K	Hold	7,546	–	–	0.4%	74
2018 Q3	$858K	Buy	+7,546	New	+$857K	0.4%	74

Other funds holding VLO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return