Dynamic Advisor Solutions
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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

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
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
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Dynamic Advisor Solutions's VLO Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Valero Energy (VLO) stake by 10% in Q3 2026, buying an estimated $62.4K and bringing the position to 1,957 shares worth $758K. The position accounts for 0.02% of the portfolio, ranked #536.

Dynamic Advisor Solutions first reported a position in VLO in Q3 2016 and has held it in 32 quarters since. The position peaked at $4.07M in Q4 2016. 482 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Dynamic Advisor Solutions held 1,957 shares of Valero Energy worth $758K as of Q3 2026.
  • Dynamic Advisor Solutions bought 185 Valero Energy shares in Q3 2026, an estimated $62.4K.
  • Valero Energy made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #536 holding.
  • Dynamic Advisor Solutions first reported a position in Valero Energy in Q3 2016 and has held it in 32 quarters since.
  • Dynamic Advisor Solutions's Valero Energy position peaked at $4.07M in Q4 2016.
  • 482 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.