Cyndeo Wealth Partners
VLO icon

Cyndeo Wealth Partners’s Valero Energy VLO Stock Holding History

Cyndeo Wealth Partners’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 		$678K Buy
1,750
+16
+0.9% +$5.4K 0.03% 324
2026
Q2 		$452K Buy
1,734
+87
+5% +$21.4K 0.02% 363
2026
Q1 		$407K Sell
1,647
-32
-2% -$6.6K 0.02% 357
2025
Q4 		$273K Hold
1,679
– – 0.01% 413
2025
Q3 		$286K Buy
1,679
+33
+2% +$4.92K 0.02% 400
2025
Q2 		$221K Buy
+1,646
New +$205K 0.01% 436
2024
Q2 		– Sell
-1,253
Closed -$214K – 418
2024
Q1 		$214K Buy
+1,253
New +$180K 0.02% 367

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

Cyndeo Wealth Partners's VLO Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Valero Energy (VLO) stake by 0.92% in Q3 2026, buying an estimated $5.4K and bringing the position to 1,750 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #324.

Cyndeo Wealth Partners first reported a position in VLO in Q1 2024 and has held it in 7 quarters since. 1,490 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Cyndeo Wealth Partners held 1,750 shares of Valero Energy worth $678K as of Q3 2026.
  • Cyndeo Wealth Partners bought 16 Valero Energy shares in Q3 2026, an estimated $5.4K.
  • Valero Energy made up 0.03% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #324 holding.
  • Cyndeo Wealth Partners first reported a position in Valero Energy in Q1 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 Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.