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Accredited Wealth Management’s Valero Energy VLO Stock Holding History

Accredited 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
2025
Q3 		$17K Buy
3,665
+3,565
+3,565% +$532K 0.01% 211
2025
Q2 		$13.4K Hold
100
– – 0.01% 232
2025
Q1 		$13.2K Hold
100
– – 0.01% 216
2024
Q4 		$12.3K Buy
+100
New +$13.4K 0.01% 233

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Accredited Wealth Management's VLO Position: Q3 2025 in Review

Accredited Wealth Management increased its Valero Energy (VLO) stake by 3,565% in Q3 2025, buying an estimated $532K and bringing the position to 3,665 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #211.

Accredited Wealth Management first reported a position in VLO in Q4 2024 and has held it in 4 quarters since. 1,554 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Accredited Wealth Management held 3,665 shares of Valero Energy worth $17K as of Q3 2025.
  • Accredited Wealth Management bought 3,565 Valero Energy shares in Q3 2025, an estimated $532K.
  • Valero Energy made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #211 holding.
  • Accredited Wealth Management first reported a position in Valero Energy in Q4 2024 and has held it in 4 quarters since.
  • 1,554 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.