Athena Wealth Management
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Athena Wealth Management’s Valero Energy VLO Stock Holding History

Athena 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 		$1.84M Buy
4,755
+4
+0.1% +$1.35K 1.32% 11
2026
Q2 		$1.24M Sell
4,751
-216
-4% -$53.2K 0.92% 22
2026
Q1 		$1.23M Buy
4,967
+1,190
+32% +$245K 1% 22
2025
Q4 		$615K Buy
+3,777
New +$640K 0.6% 34

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
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
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

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

Athena Wealth Management increased its Valero Energy (VLO) stake by 0.08% in Q3 2026, buying an estimated $1.35K and bringing the position to 4,755 shares worth $1.84M. The position accounts for 1.32% of the portfolio, ranked #11.

Athena Wealth Management first reported a position in VLO in Q4 2025 and has held it in 4 quarters since. 644 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Athena Wealth Management held 4,755 shares of Valero Energy worth $1.84M as of Q3 2026.
  • Athena Wealth Management bought 4 Valero Energy shares in Q3 2026, an estimated $1.35K.
  • Valero Energy made up 1.32% of Athena Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Athena Wealth Management first reported a position in Valero Energy in Q4 2025 and has held it in 4 quarters since.
  • 644 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.