AWE
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Avidian Wealth Enterprises’s Valero Energy VLO Stock Holding History

Avidian Wealth Enterprises’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 		$3.98M Sell
10,278
-95
-0.9% -$32.1K 0.11% 126
2026
Q2 		$2.7M Buy
10,373
+2,292
+28% +$564K 0.07% 168
2026
Q1 		$2M Buy
8,081
+18
+0.2% +$3.71K 0.06% 192
2025
Q4 		$1.31M Buy
8,063
+28
+0.3% +$4.74K 0.05% 187
2025
Q3 		$1.37M Buy
8,035
+1,382
+21% +$206K 0.05% 179
2025
Q2 		$894K Sell
6,653
-1,080
-14% -$135K 0.04% 216
2025
Q1 		$1.02M Sell
7,733
-1,459
-16% -$194K 0.05% 197
2024
Q4 		$1.13M Sell
9,192
-109
-1% -$14.6K 0.05% 170
2024
Q3 		$1.26M Sell
9,301
-32
-0.3% -$4.65K 0.06% 156
2024
Q2 		$1.46M Buy
9,333
+75
+0.8% +$12.1K 0.06% 147
2024
Q1 		$1.58M Buy
9,258
+167
+2% +$23.9K 0.08% 126
2023
Q4 		$1.18M Sell
9,091
-85
-0.9% -$10.8K 0.07% 149
2023
Q3 		$1.3M Sell
9,176
-589
-6% -$77.2K 0.09% 136
2023
Q2 		$1.15M Sell
9,765
-5,351
-35% -$622K 0.08% 160
2023
Q1 		$2.11M Buy
15,116
+372
+3% +$50K 0.12% 136
2022
Q4 		$1.87M Buy
14,744
+225
+2% +$28.2K 0.12% 127
2022
Q3 		$1.55M Sell
14,519
-875
-6% -$96.3K 0.11% 120
2022
Q2 		$1.64M Buy
15,394
+203
+1% +$24K 0.12% 123
2022
Q1 		$1.54M Buy
15,191
+35
+0.2% +$3.04K 0.09% 141
2021
Q4 		$1.14M Buy
15,156
+4,845
+47% +$361K 0.07% 169
2021
Q3 		$728K Buy
10,311
+2,192
+27% +$146K 0.06% 163
2021
Q2 		$634K Buy
8,119
+958
+13% +$74.2K 0.05% 181
2021
Q1 		$513K Buy
7,161
+1,226
+21% +$83.3K 0.04% 207
2020
Q4 		$336K Buy
5,935
+1,072
+22% +$52.6K 0.03% 241
2020
Q3 		$211K Buy
+4,863
New +$255K 0.02% 262

Other funds holding VLO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Avidian Wealth Enterprises's VLO Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Valero Energy (VLO) stake by 0.92% in Q3 2026, selling an estimated $32.1K and leaving 10,278 shares worth $3.98M. The position accounts for 0.11% of the portfolio, ranked #126.

Avidian Wealth Enterprises first reported a position in VLO in Q3 2020 and has held it in 25 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Avidian Wealth Enterprises held 10,278 shares of Valero Energy worth $3.98M as of Q3 2026.
  • Avidian Wealth Enterprises sold 95 Valero Energy shares in Q3 2026, an estimated $32.1K.
  • Valero Energy made up 0.11% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #126 holding.
  • Avidian Wealth Enterprises first reported a position in Valero Energy in Q3 2020 and has held it in 25 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.