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

Accel 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 		$1.24M Buy
3,199
+781
+32% +$264K 0.27% 84
2026
Q2 		$630K Sell
2,418
-99
-4% -$24.4K 0.14% 140
2026
Q1 		$622K Sell
2,517
-133
-5% -$27.4K 0.16% 130
2025
Q4 		$431K Sell
2,650
-21
-0.8% -$3.56K 0.12% 166
2025
Q3 		$455K Buy
2,671
+11
+0.4% +$1.64K 0.13% 158
2025
Q2 		$358K Buy
2,660
+343
+15% +$42.7K 0.12% 176
2025
Q1 		$306K Buy
2,317
+16
+0.7% +$2.12K 0.11% 187
2024
Q4 		$282K Sell
2,301
-475
-17% -$63.5K 0.11% 194
2024
Q3 		$375K Buy
2,776
+31
+1% +$4.5K 0.14% 162
2024
Q2 		$430K Sell
2,745
-51
-2% -$8.23K 0.17% 124
2024
Q1 		$477K Buy
2,796
+122
+5% +$17.5K 0.2% 112
2023
Q4 		$348K Sell
2,674
-4
-0.1% -$509 0.17% 126
2023
Q3 		$379K Buy
2,678
+1
+0% +$131 0.21% 110
2023
Q2 		$314K Buy
2,677
+45
+2% +$5.23K 0.17% 120
2023
Q1 		$367K Buy
2,632
+17
+0.7% +$2.28K 0.15% 145
2022
Q4 		$332K Sell
2,615
-62
-2% -$7.78K 0.16% 112
2022
Q3 		$315K Buy
2,677
+4
+0.1% +$440 0.17% 119
2022
Q2 		$280K Sell
2,673
-456
-15% -$54K 0.16% 118
2022
Q1 		$317K Buy
3,129
+31
+1% +$2.69K 0.16% 105
2021
Q4 		$233K Buy
3,098
+244
+9% +$18.2K 0.11% 142
2021
Q3 		$201K Sell
2,854
-169
-6% -$11.2K 0.13% 134
2021
Q2 		$236K Sell
3,023
-82
-3% -$6.35K 0.16% 124
2021
Q1 		$222K Sell
3,105
-233
-7% -$15.8K 0.18% 119
2020
Q4 		$189K Buy
+3,338
New +$164K 0.18% 127

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
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

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

Accel Wealth Management increased its Valero Energy (VLO) stake by 32% in Q3 2026, buying an estimated $264K and bringing the position to 3,199 shares worth $1.24M. The position accounts for 0.27% of the portfolio, ranked #84.

Accel Wealth Management first reported a position in VLO in Q4 2020 and has held it in 24 quarters since. 811 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Accel Wealth Management held 3,199 shares of Valero Energy worth $1.24M as of Q3 2026.
  • Accel Wealth Management bought 781 Valero Energy shares in Q3 2026, an estimated $264K.
  • Valero Energy made up 0.27% of Accel Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Accel Wealth Management first reported a position in Valero Energy in Q4 2020 and has held it in 24 quarters since.
  • 811 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

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