Emerald Advisors
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Emerald Advisors’s Valero Energy VLO Stock Holding History

Emerald Advisors’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 		$574K Sell
1,481
-1,224
-45% -$413K 0.07% 77
2026
Q2 		$705K Sell
2,705
-1,049
-28% -$258K 0.09% 71
2026
Q1 		$928K Sell
3,754
-378
-9% -$77.9K 0.11% 57
2025
Q4 		$673K Sell
4,132
-236
-5% -$40K 0.09% 64
2025
Q3 		$744K Buy
4,368
+128
+3% +$19.1K 0.1% 60
2025
Q2 		$570K Sell
4,240
-25
-0.6% -$3.12K 0.07% 64
2025
Q1 		$563K Buy
4,265
+514
+14% +$68.2K 0.07% 62
2024
Q4 		$460K Buy
3,751
+266
+8% +$35.6K 0.06% 65
2024
Q3 		$478K Buy
3,485
+359
+11% +$52.1K 0.07% 65
2024
Q2 		$490K Buy
3,126
+545
+21% +$87.9K 0.07% 60
2024
Q1 		$441K Buy
2,581
+11
+0.4% +$1.58K 0.08% 65
2023
Q4 		$334K Buy
2,570
+65
+3% +$8.27K 0.06% 68
2023
Q3 		$355K Buy
2,505
+215
+9% +$28.2K 0.08% 61
2023
Q2 		$269K Buy
2,290
+156
+7% +$18.1K 0.06% 72
2023
Q1 		$298K Sell
2,134
-127
-6% -$17.1K 0.08% 67
2022
Q4 		$287K Sell
2,261
-94
-4% -$11.8K 0.08% 63
2022
Q3 		$252K Buy
2,355
+34
+1% +$3.74K 0.07% 71
2022
Q2 		$247K Sell
2,321
-734
-24% -$86.9K 0.07% 74
2022
Q1 		$310K Buy
3,055
+9
+0.3% +$781 0.07% 76
2021
Q4 		$229K Sell
3,046
-1,030
-25% -$76.7K 0.06% 82
2021
Q3 		$288K Buy
4,076
+190
+5% +$12.6K 0.08% 80
2021
Q2 		$303K Buy
3,886
+33
+0.9% +$2.56K 0.09% 77
2021
Q1 		$276K Sell
3,853
-1,250
-24% -$85K 0.1% 71
2020
Q4 		$289K Buy
+5,103
New +$250K 0.1% 65

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
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Emerald Advisors's VLO Position: Q3 2026 in Review

Emerald Advisors reduced its Valero Energy (VLO) stake by 45% in Q3 2026, selling an estimated $413K and leaving 1,481 shares worth $574K. The position accounts for 0.07% of the portfolio, ranked #77.

Emerald Advisors first reported a position in VLO in Q4 2020 and has held it in 24 quarters since. The position peaked at $928K in Q1 2026. 525 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Emerald Advisors held 1,481 shares of Valero Energy worth $574K as of Q3 2026.
  • Emerald Advisors sold 1,224 Valero Energy shares in Q3 2026, an estimated $413K.
  • Valero Energy made up 0.07% of Emerald Advisors's portfolio in Q3 2026, its #77 holding.
  • Emerald Advisors first reported a position in Valero Energy in Q4 2020 and has held it in 24 quarters since.
  • Emerald Advisors's Valero Energy position peaked at $928K in Q1 2026.
  • 525 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.