FFA
VLO icon

Farther Finance Advisors’s Valero Energy VLO Stock Holding History

Farther Finance 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 		$6.61M Buy
17,043
+1,375
+9% +$464K 0.05% 358
2026
Q2 		$4.08M Buy
15,668
+131
+0.8% +$32.3K 0.03% 465
2026
Q1 		$3.75M Buy
15,537
+3,198
+26% +$659K 0.04% 426
2025
Q4 		$2.01M Buy
12,339
+1,109
+10% +$188K 0.02% 576
2025
Q3 		$1.91M Buy
11,230
+2,485
+28% +$371K 0.03% 473
2025
Q2 		$1.18M Buy
8,745
+1,308
+18% +$163K 0.02% 530
2025
Q1 		$995K Buy
7,437
+3,964
+114% +$526K 0.03% 500
2024
Q4 		$426K Sell
3,473
-6
-0.2% -$803 0.02% 648
2024
Q3 		$470K Buy
3,479
+61
+2% +$8.86K 0.02% 613
2024
Q2 		$540K Buy
3,418
+2,198
+180% +$355K 0.03% 459
2024
Q1 		$211K Buy
1,220
+85
+7% +$12.2K 0.01% 666
2023
Q4 		$148K Buy
1,135
+465
+69% +$59.2K 0.01% 662
2023
Q3 		$95K Buy
670
+60
+10% +$7.86K 0.01% 577
2023
Q2 		$71.6K Buy
610
+32
+6% +$3.72K 0.02% 557
2023
Q1 		$80.7K Buy
578
+170
+42% +$22.8K 0.02% 470
2022
Q4 		$51.8K Buy
+408
New +$51.2K 0.02% 475

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

Farther Finance Advisors's VLO Position: Q3 2026 in Review

Farther Finance Advisors increased its Valero Energy (VLO) stake by 8.8% in Q3 2026, buying an estimated $464K and bringing the position to 17,043 shares worth $6.61M. The position accounts for 0.05% of the portfolio, ranked #358.

Farther Finance Advisors first reported a position in VLO in Q4 2022 and has held it in 16 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Farther Finance Advisors held 17,043 shares of Valero Energy worth $6.61M as of Q3 2026.
  • Farther Finance Advisors bought 1,375 Valero Energy shares in Q3 2026, an estimated $464K.
  • Valero Energy made up 0.05% of Farther Finance Advisors's portfolio in Q3 2026, its #358 holding.
  • Farther Finance Advisors first reported a position in Valero Energy in Q4 2022 and has held it in 16 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.