Enzi Wealth
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Enzi Wealth’s Valero Energy VLO Stock Holding History

Enzi Wealth’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 		$280K Buy
+613
New +$207K 0.08% 67

Other funds holding VLO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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

Enzi Wealth's VLO Position: Q3 2026 in Review

Enzi Wealth opened a new position in Valero Energy (VLO) in Q3 2026: 613 shares worth $280K. The stake represents 0.08% of the portfolio and ranks #67 among its holdings.

1,524 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Enzi Wealth held 613 shares of Valero Energy worth $280K as of Q3 2026.
  • Valero Energy was a new Enzi Wealth position in Q3 2026.
  • Valero Energy made up 0.08% of Enzi Wealth's portfolio in Q3 2026, its #67 holding.
  • 1,524 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.