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

Accurate 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 		$1.35M Buy
2,961
+786
+36% +$265K 0.12% 180
2026
Q2 		$610K Buy
2,175
+138
+7% +$34K 0.06% 306
2026
Q1 		$486K Buy
2,037
+76
+4% +$15.7K 0.06% 325
2025
Q4 		$363K Buy
1,961
+105
+6% +$17.8K 0.05% 365
2025
Q3 		$301K Sell
1,856
-447
-19% -$66.7K 0.04% 391
2025
Q2 		$357K Sell
2,303
-181
-7% -$22.6K 0.05% 327
2025
Q1 		$275K Sell
2,484
-410
-14% -$54.4K 0.05% 307
2024
Q4 		$368K Buy
2,894
+102
+4% +$13.6K 0.07% 250
2024
Q3 		$376K Sell
2,792
-251
-8% -$36.4K 0.08% 246
2024
Q2 		$453K Sell
3,043
-186
-6% -$30K 0.11% 176
2024
Q1 		$529K Sell
3,229
-310
-9% -$44.4K 0.15% 146
2023
Q4 		$453K Sell
3,539
-116
-3% -$14.8K 0.14% 149
2023
Q3 		$478K Sell
3,655
-149
-4% -$19.5K 0.15% 141
2023
Q2 		$432K Buy
3,804
+494
+15% +$57.4K 0.13% 153
2023
Q1 		$447K Buy
3,310
+479
+17% +$64.3K 0.15% 144
2022
Q4 		$374K Buy
2,831
+551
+24% +$69.2K 0.14% 131
2022
Q3 		$266K Buy
+2,280
New +$251K 0.11% 148

Other funds holding VLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

Accurate Wealth Management increased its Valero Energy (VLO) stake by 36% in Q3 2026, buying an estimated $265K and bringing the position to 2,961 shares worth $1.35M. The position accounts for 0.12% of the portfolio, ranked #180.

Accurate Wealth Management first reported a position in VLO in Q3 2022 and has held it in 17 quarters since. 1,490 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Accurate Wealth Management held 2,961 shares of Valero Energy worth $1.35M as of Q3 2026.
  • Accurate Wealth Management bought 786 Valero Energy shares in Q3 2026, an estimated $265K.
  • Valero Energy made up 0.12% of Accurate Wealth Management's portfolio in Q3 2026, its #180 holding.
  • Accurate Wealth Management first reported a position in Valero Energy in Q3 2022 and has held it in 17 quarters since.
  • 1,490 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.