Advocate Group’s Valero Energy VLO Stock Holding History

Advocate 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 Q3	$401K	Hold	1,035	–	–	0.06%	99
2026 Q2	$270K	Hold	1,035	–	–	0.04%	112
2026 Q1	$256K	Buy	+1,035	New	+$213K	0.04%	113
2024 Q2	–	Sell	-1,204	Closed	-$206K	–	127
2024 Q1	$206K	Buy	+1,204	New	+$173K	0.04%	117
2023 Q4	–	Sell	-1,888	Closed	-$268K	–	120
2023 Q3	$268K	Sell	1,888 -73	-4%	-$9.6K	0.06%	104
2023 Q2	$230K	Hold	1,961	–	–	0.05%	114
2023 Q1	$274K	Sell	1,961 -864	-31%	-$116K	0.06%	109
2022 Q4	$358K	Sell	2,825 -66	-2%	-$8.28K	0.08%	100
2022 Q3	$309K	Sell	2,891 -317	-10%	-$34.9K	0.08%	97
2022 Q2	$341K	Buy	+3,208	New	+$380K	0.08%	98

Other funds holding VLO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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 Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Advocate Group's VLO Position: Q3 2026 in Review

Advocate Group held its Valero Energy (VLO) position steady in Q3 2026 at 1,035 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #99.

Advocate Group first reported a position in VLO in Q2 2022 and has held it in 10 quarters since. 993 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Advocate Group held 1,035 shares of Valero Energy worth $401K as of Q3 2026.
Advocate Group left its Valero Energy share count unchanged in Q3 2026.
Valero Energy made up 0.06% of Advocate Group's portfolio in Q3 2026, its #99 holding.
Advocate Group first reported a position in Valero Energy in Q2 2022 and has held it in 10 quarters since.
993 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.