Biltmore Wealth Management’s Valero Energy VLO Stock Holding History

Biltmore 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	$1.3M	Sell	3,350 -219	-6%	-$73.9K	0.4%	22
2026 Q2	$929K	Sell	3,569 -205	-5%	-$50.5K	0.29%	31
2026 Q1	$932K	Sell	3,774 -110	-3%	-$22.7K	0.33%	28
2025 Q4	$632K	Sell	3,884 -11	-0.3%	-$1.86K	0.24%	37
2025 Q3	$663K	Buy	+3,895	New	+$581K	0.25%	35
2020 Q2	–	Sell	-2,546	Closed	-$238K	–	59
2020 Q1	$238K	Hold	2,546	–	–	0.11%	46
2019 Q4	$238K	Sell	2,546 -61	-2%	-$5.76K	0.11%	46
2019 Q3	$222K	Buy	+2,607	New	+$211K	0.11%	45

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

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

Biltmore Wealth Management reduced its Valero Energy (VLO) stake by 6.1% in Q3 2026, selling an estimated $73.9K and leaving 3,350 shares worth $1.3M. The position accounts for 0.4% of the portfolio, ranked #22.

Biltmore Wealth Management first reported a position in VLO in Q3 2019 and has held it in 8 quarters since. 933 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Biltmore Wealth Management held 3,350 shares of Valero Energy worth $1.3M as of Q3 2026.
Biltmore Wealth Management sold 219 Valero Energy shares in Q3 2026, an estimated $73.9K.
Valero Energy made up 0.4% of Biltmore Wealth Management's portfolio in Q3 2026, its #22 holding.
Biltmore Wealth Management first reported a position in Valero Energy in Q3 2019 and has held it in 8 quarters since.
933 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

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