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Dynamic Advisor Solutions’s Valero Energy VLO Stock Holding History

Dynamic Advisor Solutions’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
2021
Q4 		– Sell
-1,000
Closed -$3K – 810
2021
Q3 		$3K Buy
+1,000
New +$66.6K ﹤0.01% 748

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions's VLO Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Valero Energy (VLO) stake by 31% in Q2 2026, selling an estimated $199K and leaving 1,772 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #703.

Dynamic Advisor Solutions first reported a position in VLO in Q3 2016 and has held it in 31 quarters since. The position peaked at $4.07M in Q4 2016. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Dynamic Advisor Solutions held 1,772 shares of Valero Energy worth $462K as of Q2 2026.
  • Dynamic Advisor Solutions sold 807 Valero Energy shares in Q2 2026, an estimated $199K.
  • Valero Energy made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #703 holding.
  • Dynamic Advisor Solutions first reported a position in Valero Energy in Q3 2016 and has held it in 31 quarters since.
  • Dynamic Advisor Solutions's Valero Energy position peaked at $4.07M in Q4 2016.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.