Apella Capital
VLO icon

Apella Capital’s Valero Energy VLO Stock Holding History

Apella Capital’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 		$3.01M Buy
7,087
+305
+4% +$103K 0.04% 235
2026
Q2 		$1.81M Buy
6,782
+481
+8% +$118K 0.03% 280
2026
Q1 		$1.41M Buy
6,301
+4,195
+199% +$865K 0.02% 305
2025
Q4 		$343K Buy
2,106
+15
+0.7% +$2.54K 0.01% 417
2025
Q3 		$327K Buy
2,091
+366
+21% +$54.6K 0.01% 381
2025
Q2 		$248K Sell
1,725
-43
-2% -$5.36K 0.01% 381
2025
Q1 		$205K Sell
1,768
-42
-2% -$5.57K 0.01% 372
2024
Q4 		$222K Buy
1,810
+7
+0.4% +$936 0.01% 323
2024
Q3 		$245K Sell
1,803
-30
-2% -$4.36K 0.01% 291
2024
Q2 		$268K Sell
1,833
-34
-2% -$5.49K 0.01% 270
2024
Q1 		$329K Sell
1,867
-94
-5% -$13.5K 0.02% 232
2023
Q4 		$255K Sell
1,961
-190
-9% -$24.2K 0.01% 255
2023
Q3 		$305K Buy
2,151
+65
+3% +$8.52K 0.02% 213
2023
Q2 		$245K Buy
+2,086
New +$242K 0.02% 232
2022
Q4 		$223K Buy
+1,754
New +$220K 0.02% 213

Other funds holding VLO

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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Apella Capital's VLO Position: Q3 2026 in Review

Apella Capital increased its Valero Energy (VLO) stake by 4.5% in Q3 2026, buying an estimated $103K and bringing the position to 7,087 shares worth $3.01M. The position accounts for 0.04% of the portfolio, ranked #235.

Apella Capital first reported a position in VLO in Q4 2022 and has held it in 15 quarters since. 702 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Apella Capital held 7,087 shares of Valero Energy worth $3.01M as of Q3 2026.
  • Apella Capital bought 305 Valero Energy shares in Q3 2026, an estimated $103K.
  • Valero Energy made up 0.04% of Apella Capital's portfolio in Q3 2026, its #235 holding.
  • Apella Capital first reported a position in Valero Energy in Q4 2022 and has held it in 15 quarters since.
  • 702 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.