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Burkett Financial Services’s Valero Energy VLO Stock Holding History

Burkett Financial Services’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 		$216K Sell
557
-67
-11% -$22.6K 0.07% 55
2026
Q2 		$163K Buy
624
+3
+0.5% +$739 0.05% 56
2026
Q1 		$154K Buy
621
+3
+0.5% +$618 0.05% 57
2025
Q4 		$101K Buy
618
+4
+0.7% +$678 0.03% 72
2025
Q3 		$105K Buy
614
+4
+0.7% +$597 0.04% 72
2025
Q2 		$82K Buy
610
+5
+0.8% +$623 0.03% 78
2025
Q1 		$79.9K Buy
605
+5
+0.8% +$663 0.03% 74
2024
Q4 		$73.5K Buy
600
+6
+1% +$803 0.03% 71
2024
Q3 		$80.2K Buy
594
+4
+0.7% +$581 0.03% 65
2024
Q2 		$92.5K Buy
590
+4
+0.7% +$645 0.05% 58
2024
Q1 		$100K Buy
586
+4
+0.7% +$573 0.05% 59
2023
Q4 		$75.6K Buy
+582
New +$74K 0.04% 69

Other funds holding VLO

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Burkett Financial Services's VLO Position: Q3 2026 in Review

Burkett Financial Services reduced its Valero Energy (VLO) stake by 11% in Q3 2026, selling an estimated $22.6K and leaving 557 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #55.

Burkett Financial Services first reported a position in VLO in Q4 2023 and has held it in 12 quarters since. 15 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Burkett Financial Services held 557 shares of Valero Energy worth $216K as of Q3 2026.
  • Burkett Financial Services sold 67 Valero Energy shares in Q3 2026, an estimated $22.6K.
  • Valero Energy made up 0.07% of Burkett Financial Services's portfolio in Q3 2026, its #55 holding.
  • Burkett Financial Services first reported a position in Valero Energy in Q4 2023 and has held it in 12 quarters since.
  • 15 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.