Broadway Wealth Solutions
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Broadway Wealth Solutions’s Valero Energy VLO Stock Holding History

Broadway Wealth Solutions’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 		$463K Buy
1,193
+3
+0.3% +$1.01K 0.21% 40
2026
Q2 		$310K Buy
1,190
+6
+0.5% +$1.48K 0.14% 64
2026
Q1 		$292K Buy
+1,184
New +$244K 0.15% 73
2025
Q4 		– Sell
-1,758
Closed -$299K – 100
2025
Q3 		$299K Sell
1,758
-106
-6% -$15.8K 0.17% 68
2025
Q2 		$251K Buy
1,864
+69
+4% +$8.6K 0.16% 80
2025
Q1 		$237K Buy
1,795
+4
+0.2% +$531 0.17% 74
2024
Q4 		$220K Buy
+1,791
New +$240K 0.17% 87

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

Broadway Wealth Solutions's VLO Position: Q3 2026 in Review

Broadway Wealth Solutions increased its Valero Energy (VLO) stake by 0.25% in Q3 2026, buying an estimated $1.01K and bringing the position to 1,193 shares worth $463K. The position accounts for 0.21% of the portfolio, ranked #40.

Broadway Wealth Solutions first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 1,490 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Broadway Wealth Solutions held 1,193 shares of Valero Energy worth $463K as of Q3 2026.
  • Broadway Wealth Solutions bought 3 Valero Energy shares in Q3 2026, an estimated $1.01K.
  • Valero Energy made up 0.21% of Broadway Wealth Solutions's portfolio in Q3 2026, its #40 holding.
  • Broadway Wealth Solutions first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,490 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.