STACKSTONE WEALTH, LLC’s Valero Energy VLO Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$1.13M	Buy	+2,926	New	+$988K	0.11%	171

Other funds holding VLO

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

STACKSTONE WEALTH, LLC's VLO Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Valero Energy (VLO) in Q3 2026: 2,926 shares worth $1.13M. The stake represents 0.11% of the portfolio and ranks #171 among its holdings.

403 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

STACKSTONE WEALTH, LLC held 2,926 shares of Valero Energy worth $1.13M as of Q3 2026.
Valero Energy was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Valero Energy made up 0.11% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #171 holding.
403 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.