EWP
VLO icon

Elevation Wealth Partners’s Valero Energy VLO Stock Holding History

Elevation 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 		$34.1K Hold
88
– – 0.01% 497
2026
Q2 		$22.9K Buy
88
+42
+91% +$10.3K 0.01% 545
2026
Q1 		$11.4K Buy
46
+6
+15% +$1.24K ﹤0.01% 490
2025
Q4 		$6.51K Hold
40
– – ﹤0.01% 570
2025
Q3 		$6.81K Buy
40
+20
+100% +$2.98K ﹤0.01% 434
2025
Q2 		$2.69K Hold
20
– – ﹤0.01% 426
2025
Q1 		$2.64K Hold
20
– – ﹤0.01% 429
2024
Q4 		$2.45K Buy
+20
New +$2.68K ﹤0.01% 437

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

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

Elevation Wealth Partners held its Valero Energy (VLO) position steady in Q3 2026 at 88 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #497.

Elevation Wealth Partners first reported a position in VLO in Q4 2024 and has held it in 8 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Elevation Wealth Partners held 88 shares of Valero Energy worth $34.1K as of Q3 2026.
  • Elevation Wealth Partners left its Valero Energy share count unchanged in Q3 2026.
  • Valero Energy made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #497 holding.
  • Elevation Wealth Partners first reported a position in Valero Energy in Q4 2024 and has held it in 8 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.