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

Atticus 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 		$722K Hold
1,863
– – 0.16% 83
2026
Q2 		$485K Buy
1,863
+2
+0.1% +$492 0.12% 108
2026
Q1 		$460K Buy
1,861
+10
+0.5% +$2.06K 0.12% 108
2025
Q4 		$301K Buy
1,851
+4
+0.2% +$678 0.07% 157
2025
Q3 		$314K Buy
1,847
+720
+64% +$107K 0.08% 157
2025
Q2 		$151K Buy
+1,127
New +$140K 0.04% 196
2023
Q2 		– Sell
-159
Closed -$22.2K – 617
2023
Q1 		$22.2K Buy
+159
New +$21.4K 0.01% 313

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Atticus Wealth Management held its Valero Energy (VLO) position steady in Q3 2026 at 1,863 shares worth $722K. The position accounts for 0.16% of the portfolio, ranked #83.

Atticus Wealth Management first reported a position in VLO in Q1 2023 and has held it in 7 quarters since. 593 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Atticus Wealth Management held 1,863 shares of Valero Energy worth $722K as of Q3 2026.
  • Atticus Wealth Management left its Valero Energy share count unchanged in Q3 2026.
  • Valero Energy made up 0.16% of Atticus Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Atticus Wealth Management first reported a position in Valero Energy in Q1 2023 and has held it in 7 quarters since.
  • 593 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.