Rothwell Investment Advisors, LLC’s Valero Energy VLO Stock Holding History

Rothwell Investment Advisors, 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	$626K	Buy	+1,615	New	+$545K	0.34%	58

Other funds holding VLO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VLO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Valero Energy (VLO) in Q3 2026: 1,615 shares worth $626K. The stake represents 0.34% of the portfolio and ranks #58 among its holdings.

1,291 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,615 shares of Valero Energy worth $626K as of Q3 2026.
Valero Energy was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Valero Energy made up 0.34% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #58 holding.
1,291 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.