Activest Wealth Management
VLO icon

Activest Wealth Management’s Valero Energy VLO Stock Holding History

Activest 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 		$6.2K Buy
16
+2
+14% +$675 ﹤0.01% 673
2026
Q2 		$3.65K Sell
14
-146
-91% -$35.9K ﹤0.01% 764
2026
Q1 		$39.5K Buy
160
+85
+113% +$17.5K 0.01% 379
2025
Q4 		$12.2K Sell
75
-83
-53% -$14.1K ﹤0.01% 622
2025
Q3 		$26.9K Buy
158
+6
+4% +$895 0.01% 337
2025
Q2 		$20.4K Buy
152
+140
+1,167% +$17.4K ﹤0.01% 321
2025
Q1 		$1.58K Buy
12
+11
+1,100% +$1.46K ﹤0.01% 698
2024
Q4 		$123 Buy
+1
New +$134 ﹤0.01% 677
2023
Q1 		– Sell
-1,111
Closed -$138K – 558
2022
Q4 		$138K Hold
1,111
– – 0.04% 112
2022
Q3 		$120K Buy
+1,111
New +$122K 0.04% 118

Other funds holding VLO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

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

Activest Wealth Management increased its Valero Energy (VLO) stake by 14% in Q3 2026, buying an estimated $675 and bringing the position to 16 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Activest Wealth Management first reported a position in VLO in Q3 2022 and has held it in 10 quarters since. The position peaked at $138K in Q4 2022. 993 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Activest Wealth Management held 16 shares of Valero Energy worth $6.2K as of Q3 2026.
  • Activest Wealth Management bought 2 Valero Energy shares in Q3 2026, an estimated $675.
  • Valero Energy made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #673 holding.
  • Activest Wealth Management first reported a position in Valero Energy in Q3 2022 and has held it in 10 quarters since.
  • Activest Wealth Management's Valero Energy position peaked at $138K in Q4 2022.
  • 993 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.