Darwin Wealth Management
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Darwin Wealth Management’s Valero Energy VLO Stock Holding History

Darwin Wealth Management’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 		$55.8K Buy
+144
New +$48.6K 0.01% 298
2020
Q2 		– Sell
-166
Closed -$7K – 768
2020
Q1 		$7K Sell
166
-27,942
-99% -$2.03M ﹤0.01% 561
2019
Q4 		$2.63M Buy
+28,108
New +$2.66M 0.7% 63
2018
Q4 		– Sell
-2,289
Closed -$261K – 127
2018
Q3 		$261K Buy
2,289
+149
+7% +$16.9K 0.15% 106
2018
Q2 		$238K Sell
2,140
-234
-10% -$26.2K 0.15% 112
2018
Q1 		$220K Sell
2,374
-26,865
-92% -$2.51M 0.16% 115
2017
Q4 		$2.69M Buy
29,239
+26,446
+947% +$2.18M 1.15% 26
2017
Q3 		$215K Sell
2,793
-25,286
-90% -$1.74M 0.21% 89
2017
Q2 		$1.89M Sell
28,079
-1,608
-5% -$104K 1.05% 36
2017
Q1 		$1.97M Buy
29,687
+2,765
+10% +$185K 1.14% 32
2016
Q4 		$1.84M Buy
+26,922
New +$1.66M 1.23% 27

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

Darwin Wealth Management's VLO Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Valero Energy (VLO) in Q3 2026: 144 shares worth $55.8K. The stake represents 0.01% of the portfolio and ranks #298 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in VLO as recently as Q1 2020.

Darwin Wealth Management first reported a position in VLO in Q4 2016 and has held it in 11 quarters since. The position peaked at $2.69M in Q4 2017. 1,490 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Darwin Wealth Management held 144 shares of Valero Energy worth $55.8K as of Q3 2026.
  • Valero Energy was a new Darwin Wealth Management position in Q3 2026.
  • Valero Energy made up 0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #298 holding.
  • Darwin Wealth Management first reported a position in Valero Energy in Q4 2016 and has held it in 11 quarters since.
  • Darwin Wealth Management's Valero Energy position peaked at $2.69M in Q4 2017.
  • 1,490 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.