Able Wealth Management
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Able Wealth Management’s Valero Energy VLO Stock Holding History

Able Wealth Management’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 		$242K Buy
+576
New +$194K 0.05% 137
2024
Q1 		– Sell
-33
Closed -$4.25K – 555
2023
Q4 		$4.25K Buy
+33
New +$4.2K ﹤0.01% 363

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Montrusco Bolton Investments
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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
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 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

Able Wealth Management's VLO Position: Q3 2026 in Review

Able Wealth Management opened a new position in Valero Energy (VLO) in Q3 2026: 576 shares worth $242K. The stake represents 0.05% of the portfolio and ranks #137 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in VLO as recently as Q4 2023.

Able Wealth Management first reported a position in VLO in Q4 2023 and has held it in 2 quarters since. 733 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Able Wealth Management held 576 shares of Valero Energy worth $242K as of Q3 2026.
  • Valero Energy was a new Able Wealth Management position in Q3 2026.
  • Valero Energy made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #137 holding.
  • Able Wealth Management first reported a position in Valero Energy in Q4 2023 and has held it in 2 quarters since.
  • 733 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.