EP
VLO icon

Essential Partners’s Valero Energy VLO Stock Holding History

Essential 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 		$477K Buy
1,230
+46
+4% +$15.5K 0.22% 75
2026
Q2 		$308K Sell
1,184
-3,903
-77% -$961K 0.14% 156
2026
Q1 		$1.26M Sell
5,087
-2
-0% -$412 0.42% 52
2025
Q4 		$828K Buy
5,089
+2
+0% +$339 0.26% 108
2025
Q3 		$866K Hold
5,087
– – 0.29% 97
2025
Q2 		$684K Buy
+5,087
New +$634K 0.27% 112

Other funds holding VLO

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
AIM
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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 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
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Essential Partners's VLO Position: Q3 2026 in Review

Essential Partners increased its Valero Energy (VLO) stake by 3.9% in Q3 2026, buying an estimated $15.5K and bringing the position to 1,230 shares worth $477K. The position accounts for 0.22% of the portfolio, ranked #75.

Essential Partners first reported a position in VLO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.26M in Q1 2026. 213 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Essential Partners held 1,230 shares of Valero Energy worth $477K as of Q3 2026.
  • Essential Partners bought 46 Valero Energy shares in Q3 2026, an estimated $15.5K.
  • Valero Energy made up 0.22% of Essential Partners's portfolio in Q3 2026, its #75 holding.
  • Essential Partners first reported a position in Valero Energy in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Valero Energy position peaked at $1.26M in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.