Baker Tilly Wealth Management
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Baker Tilly Wealth Management’s Valero Energy VLO Stock Holding History

Baker Tilly 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 		$372K Buy
959
+121
+14% +$40.8K 0.07% 198
2026
Q2 		$218K Buy
+838
New +$206K 0.05% 267
2024
Q3 		– Sell
-1,506
Closed -$236K – 290
2024
Q2 		$236K Sell
1,506
-1,141
-43% -$184K 0.1% 236
2024
Q1 		$452K Sell
2,647
-21
-0.8% -$3.01K 0.08% 278
2023
Q4 		$347K Buy
2,668
+41
+2% +$5.22K 0.06% 367
2023
Q3 		$372K Sell
2,627
-56
-2% -$7.34K 0.06% 325
2023
Q2 		$315K Sell
2,683
-642
-19% -$74.6K 0.03% 446
2023
Q1 		$464K Sell
3,325
-3,452
-51% -$464K 0.05% 355
2022
Q4 		$860K Sell
6,777
-18
-0.3% -$2.26K 0.11% 216
2022
Q3 		$726K Sell
6,795
-3,016
-31% -$332K 0.1% 222
2022
Q2 		$1.04M Sell
9,811
-370
-4% -$43.8K 0.14% 161
2022
Q1 		$1.03M Sell
10,181
-136
-1% -$11.8K 0.11% 189
2021
Q4 		$775K Sell
10,317
-1,461
-12% -$109K 0.08% 265
2021
Q3 		$831K Buy
11,778
+20
+0.2% +$1.33K 0.11% 196
2021
Q2 		$918K Buy
11,758
+7,341
+166% +$568K 0.15% 158
2021
Q1 		$316K Buy
4,417
+43
+1% +$2.92K 0.06% 349
2020
Q4 		$247K Buy
+4,374
New +$215K 0.08% 281

Other funds holding VLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Baker Tilly Wealth Management's VLO Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Valero Energy (VLO) stake by 14% in Q3 2026, buying an estimated $40.8K and bringing the position to 959 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #198.

Baker Tilly Wealth Management first reported a position in VLO in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.04M in Q2 2022. 1,490 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Baker Tilly Wealth Management held 959 shares of Valero Energy worth $372K as of Q3 2026.
  • Baker Tilly Wealth Management bought 121 Valero Energy shares in Q3 2026, an estimated $40.8K.
  • Valero Energy made up 0.07% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #198 holding.
  • Baker Tilly Wealth Management first reported a position in Valero Energy in Q4 2020 and has held it in 17 quarters since.
  • Baker Tilly Wealth Management's Valero Energy position peaked at $1.04M in Q2 2022.
  • 1,490 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.