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Cooper Financial Group’s Valero Energy VLO Stock Holding History

Cooper Financial Group’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 		$1.48M Buy
3,824
+981
+35% +$331K 0.12% 131
2026
Q2 		$740K Sell
2,843
-782
-22% -$193K 0.06% 212
2026
Q1 		$896K Sell
3,625
-190
-5% -$39.2K 0.09% 177
2025
Q4 		$621K Sell
3,815
-58
-1% -$9.83K 0.07% 208
2025
Q3 		$659K Sell
3,873
-207
-5% -$30.9K 0.07% 198
2025
Q2 		$548K Buy
4,080
+67
+2% +$8.35K 0.06% 223
2025
Q1 		$530K Buy
4,013
+426
+12% +$56.5K 0.07% 235
2024
Q4 		$440K Buy
3,587
+171
+5% +$22.9K 0.05% 262
2024
Q3 		$461K Buy
3,416
+425
+14% +$61.7K 0.06% 258
2024
Q2 		$469K Sell
2,991
-3,535
-54% -$570K 0.07% 231
2024
Q1 		$1.11M Buy
6,526
+103
+2% +$14.8K 0.18% 108
2023
Q4 		$835K Buy
6,423
+1,002
+18% +$127K 0.15% 125
2023
Q3 		$768K Sell
5,421
-517
-9% -$67.7K 0.18% 123
2023
Q2 		$697K Buy
5,938
+288
+5% +$33.5K 0.17% 141
2023
Q1 		$789K Buy
5,650
+726
+15% +$97.5K 0.21% 119
2022
Q4 		$625K Buy
4,924
+268
+6% +$33.6K 0.19% 121
2022
Q3 		$497K Buy
4,656
+716
+18% +$78.8K 0.18% 123
2022
Q2 		$419K Buy
3,940
+57
+1% +$6.75K 0.15% 143
2022
Q1 		$394K Buy
3,883
+1,078
+38% +$93.5K 0.15% 136
2021
Q4 		$211K Sell
2,805
-33
-1% -$2.46K 0.08% 218
2021
Q3 		$200K Buy
2,838
+63
+2% +$4.19K 0.04% 242
2021
Q2 		$217K Buy
+2,775
New +$215K 0.04% 235

Other funds holding VLO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cooper Financial Group's VLO Position: Q3 2026 in Review

Cooper Financial Group increased its Valero Energy (VLO) stake by 35% in Q3 2026, buying an estimated $331K and bringing the position to 3,824 shares worth $1.48M. The position accounts for 0.12% of the portfolio, ranked #131.

Cooper Financial Group first reported a position in VLO in Q2 2021 and has held it in 22 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Cooper Financial Group held 3,824 shares of Valero Energy worth $1.48M as of Q3 2026.
  • Cooper Financial Group bought 981 Valero Energy shares in Q3 2026, an estimated $331K.
  • Valero Energy made up 0.12% of Cooper Financial Group's portfolio in Q3 2026, its #131 holding.
  • Cooper Financial Group first reported a position in Valero Energy in Q2 2021 and has held it in 22 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.