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Galvin Gaustad & Stein’s Valero Energy VLO Stock Holding History

Galvin Gaustad & Stein’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 		$519K Sell
1,338
-1
-0.1% -$338 0.04% 163
2026
Q2 		$349K Sell
1,339
-111
-8% -$27.3K 0.03% 215
2026
Q1 		$358K Hold
1,450
– – 0.03% 198
2025
Q4 		$236K Hold
1,450
– – 0.02% 234
2025
Q3 		$247K Buy
+1,450
New +$216K 0.02% 189
2024
Q4 		– Sell
-1,875
Closed -$253K – 196
2024
Q3 		$253K Sell
1,875
-5
-0.3% -$726 0.02% 162
2024
Q2 		$295K Sell
1,880
-115
-6% -$18.6K 0.03% 150
2024
Q1 		$341K Hold
1,995
– – 0.03% 146
2023
Q4 		$259K Hold
1,995
– – 0.02% 156
2023
Q3 		$283K Sell
1,995
-100
-5% -$13.1K 0.03% 149
2023
Q2 		$246K Hold
2,095
– – 0.02% 154
2023
Q1 		$292K Hold
2,095
– – 0.03% 144
2022
Q4 		$266K Sell
2,095
-55
-3% -$6.9K 0.03% 141
2022
Q3 		$230K Hold
2,150
– – 0.02% 148
2022
Q2 		$229K Sell
2,150
-200
-9% -$23.7K 0.02% 154
2022
Q1 		$239K Buy
+2,350
New +$204K 0.02% 159
2021
Q4 		– Sell
-22,348
Closed -$1.58M – 190
2021
Q3 		$1.58M Sell
22,348
-9,808
-31% -$653K 0.15% 89
2021
Q2 		$2.51M Sell
32,156
-4,313
-12% -$334K 0.24% 82
2021
Q1 		$2.61M Sell
36,469
-9,684
-21% -$658K 0.26% 83
2020
Q4 		$2.61M Buy
+46,153
New +$2.26M 0.27% 83

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

Galvin Gaustad & Stein's VLO Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Valero Energy (VLO) stake by 0.07% in Q3 2026, selling an estimated $338 and leaving 1,338 shares worth $519K. The position accounts for 0.04% of the portfolio, ranked #163.

Galvin Gaustad & Stein first reported a position in VLO in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.61M in Q1 2021. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Galvin Gaustad & Stein held 1,338 shares of Valero Energy worth $519K as of Q3 2026.
  • Galvin Gaustad & Stein sold 1 Valero Energy share in Q3 2026, an estimated $338.
  • Valero Energy made up 0.04% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #163 holding.
  • Galvin Gaustad & Stein first reported a position in Valero Energy in Q4 2020 and has held it in 20 quarters since.
  • Galvin Gaustad & Stein's Valero Energy position peaked at $2.61M in Q1 2021.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.