B.A. Schrock Wealth Management, Inc.’s Valero Energy VLO Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$326K	Buy	+797	New	+$269K	0.12%	106

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

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

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s VLO Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Valero Energy (VLO) in Q3 2026: 797 shares worth $326K. The stake represents 0.12% of the portfolio and ranks #106 among its holdings.

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

B.A. Schrock Wealth Management, Inc. held 797 shares of Valero Energy worth $326K as of Q3 2026.
Valero Energy was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Valero Energy made up 0.12% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #106 holding.
278 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.