ARS Wealth Advisors Group’s Valero Energy VLO Stock Holding History

ARS Wealth Advisors 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	$1.09M	Hold	2,800	–	–	0.08%	89
2026 Q2	$729K	Hold	2,800	–	–	0.06%	110
2026 Q1	$692K	Hold	2,800	–	–	0.06%	108
2025 Q4	$456K	Hold	2,800	–	–	0.04%	117
2025 Q3	$477K	Hold	2,800	–	–	0.05%	113
2025 Q2	$376K	Sell	2,800 -100	-3%	-$12.5K	0.04%	119
2025 Q1	$383K	Sell	2,900 -100	-3%	-$13.3K	0.05%	102
2024 Q4	$368K	Sell	3,000 -285	-9%	-$38.1K	0.05%	104
2024 Q3	$444K	Buy	3,285 +285	+10%	+$41.4K	0.05%	105
2024 Q2	$470K	Sell	3,000 -50	-2%	-$8.07K	0.06%	101
2024 Q1	$521K	Buy	3,050 +250	+9%	+$35.8K	0.07%	95
2023 Q4	$364K	Hold	2,800	–	–	0.05%	107
2023 Q3	$397K	Hold	2,800	–	–	0.07%	100
2023 Q2	$328K	Hold	2,800	–	–	0.05%	108
2023 Q1	$391K	Buy	+2,800	New	+$376K	0.07%	88

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

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

ARS Wealth Advisors Group's VLO Position: Q3 2026 in Review

ARS Wealth Advisors Group held its Valero Energy (VLO) position steady in Q3 2026 at 2,800 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #89.

ARS Wealth Advisors Group first reported a position in VLO in Q1 2023 and has held it in 15 quarters since. 913 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

ARS Wealth Advisors Group held 2,800 shares of Valero Energy worth $1.09M as of Q3 2026.
ARS Wealth Advisors Group left its Valero Energy share count unchanged in Q3 2026.
Valero Energy made up 0.08% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #89 holding.
ARS Wealth Advisors Group first reported a position in Valero Energy in Q1 2023 and has held it in 15 quarters since.
913 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.