Commonwealth Financial Services
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Commonwealth Financial Services’s Valero Energy VLO Stock Holding History

Commonwealth 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 		$519K Sell
1,340
-127
-9% -$42.9K 0.09% 114
2026
Q2 		$382K Sell
1,467
-278
-16% -$68.4K 0.05% 180
2026
Q1 		$431K Buy
1,745
+292
+20% +$60.2K 0.07% 133
2025
Q4 		$237K Buy
1,453
+12
+0.8% +$2.03K 0.04% 198
2025
Q3 		$245K Buy
+1,441
New +$215K 0.04% 192
2025
Q2 		– Sell
-1,549
Closed -$205K – 222
2025
Q1 		$205K Sell
1,549
-793
-34% -$105K 0.04% 191
2024
Q4 		$287K Sell
2,342
-75
-3% -$10K 0.06% 153
2024
Q3 		$332K Sell
2,417
-9
-0.4% -$1.31K 0.07% 138
2024
Q2 		$359K Sell
2,426
-115
-5% -$18.6K 0.07% 116
2024
Q1 		$330K Hold
2,541
– – 0.08% 127
2023
Q4 		$330K Sell
2,541
-591
-19% -$75.2K 0.08% 126
2023
Q3 		$444K Buy
+3,132
New +$410K 0.13% 104
2017
Q1 		$261K Buy
4,012
+622
+18% +$41.6K 0.28% 44
2016
Q4 		$225K Buy
+3,390
New +$209K 0.22% 48

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Commonwealth Financial Services reduced its Valero Energy (VLO) stake by 8.7% in Q3 2026, selling an estimated $42.9K and leaving 1,340 shares worth $519K. The position accounts for 0.09% of the portfolio, ranked #114.

Commonwealth Financial Services first reported a position in VLO in Q4 2016 and has held it in 14 quarters since. 593 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Commonwealth Financial Services held 1,340 shares of Valero Energy worth $519K as of Q3 2026.
  • Commonwealth Financial Services sold 127 Valero Energy shares in Q3 2026, an estimated $42.9K.
  • Valero Energy made up 0.09% of Commonwealth Financial Services's portfolio in Q3 2026, its #114 holding.
  • Commonwealth Financial Services first reported a position in Valero Energy in Q4 2016 and has held it in 14 quarters since.
  • 593 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.