ABLE Financial Group
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ABLE Financial Group’s Valero Energy VLO Stock Holding History

ABLE Financial Group’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 		$675K Sell
1,741
-96
-5% -$32.4K 0.11% 117
2026
Q2 		$478K Buy
1,837
+439
+31% +$108K 0.08% 147
2026
Q1 		$345K Sell
1,398
-194
-12% -$40K 0.07% 159
2025
Q4 		$259K Sell
1,592
-50
-3% -$8.47K 0.05% 179
2025
Q3 		$280K Sell
1,642
-56
-3% -$8.35K 0.06% 165
2025
Q2 		$228K Sell
1,698
-479
-22% -$59.7K 0.06% 187
2025
Q1 		$288K Buy
2,177
+12
+0.6% +$1.59K 0.08% 149
2024
Q4 		$265K Hold
2,165
– – 0.08% 162
2024
Q3 		$292K Hold
2,165
– – 0.09% 150
2024
Q2 		$339K Sell
2,165
-241
-10% -$38.9K 0.12% 125
2024
Q1 		$411K Sell
2,406
-11
-0.5% -$1.58K 0.16% 100
2023
Q4 		$314K Sell
2,417
-29
-1% -$3.69K 0.14% 112
2023
Q3 		$347K Sell
2,446
-20
-0.8% -$2.62K 0.17% 99
2023
Q2 		$289K Buy
2,466
+395
+19% +$45.9K 0.15% 108
2023
Q1 		$289K Buy
+2,071
New +$278K 0.19% 105

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

ABLE Financial Group's VLO Position: Q3 2026 in Review

ABLE Financial Group reduced its Valero Energy (VLO) stake by 5.2% in Q3 2026, selling an estimated $32.4K and leaving 1,741 shares worth $675K. The position accounts for 0.11% of the portfolio, ranked #117.

ABLE Financial Group first reported a position in VLO in Q1 2023 and has held it in 15 quarters since. 594 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • ABLE Financial Group held 1,741 shares of Valero Energy worth $675K as of Q3 2026.
  • ABLE Financial Group sold 96 Valero Energy shares in Q3 2026, an estimated $32.4K.
  • Valero Energy made up 0.11% of ABLE Financial Group's portfolio in Q3 2026, its #117 holding.
  • ABLE Financial Group first reported a position in Valero Energy in Q1 2023 and has held it in 15 quarters since.
  • 594 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.