Advisory Resource Group’s Valero Energy VLO Stock Holding History

Advisory Resource Group’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 Q2	$9.03M	Sell	34,657 -7,864	-18%	-$1.94M	1.36%	15
2026 Q1	$10.5M	Buy	42,521 +1,473	+4%	+$304K	1.81%	12
2025 Q4	$6.68M	Sell	41,048 -1,898	-4%	-$322K	1.18%	20
2025 Q3	$7.31M	Sell	42,946 -6,764	-14%	-$1.01M	1.31%	15
2025 Q2	$6.68M	Buy	49,710 +1,369	+3%	+$171K	1.28%	15
2025 Q1	$6.38M	Buy	48,341 +39,364	+438%	+$5.22M	1.3%	16
2024 Q4	$1.1M	Buy	8,977 +44	+0.5%	+$5.89K	0.23%	82
2024 Q3	$1.21M	Hold	8,933	–	–	0.26%	75
2024 Q2	$1.4M	Buy	8,933 +18	+0.2%	+$2.9K	0.32%	64
2024 Q1	$1.52M	Hold	8,915	–	–	0.35%	59
2023 Q4	$1.16M	Hold	8,915	–	–	0.29%	64
2023 Q3	$1.26M	Hold	8,915	–	–	0.34%	58
2023 Q2	$1.05M	Hold	8,915	–	–	0.28%	59
2023 Q1	$1.24M	Buy	+8,915	New	+$1.2M	0.35%	52
2022 Q2	–	Sell	-2,500	Closed	-$254K	–	152
2022 Q1	$254K	Hold	2,500	–	–	0.08%	125
2021 Q4	$207K	Buy	+2,500	New	+$186K	0.07%	143

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Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return