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GoalVest Advisory’s Valero Energy VLO Stock Holding History

GoalVest Advisory’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 		$2.33M Sell
6,019
-150
-2% -$50.6K 0.4% 37
2026
Q2 		$1.61M Sell
6,169
-505
-8% -$124K 0.3% 44
2026
Q1 		$1.65M Sell
6,674
-1,507
-18% -$311K 0.32% 54
2025
Q4 		$1.33M Sell
8,181
-1,916
-19% -$325K 0.26% 67
2025
Q3 		$1.72M Buy
10,097
+938
+10% +$140K 0.36% 45
2025
Q2 		$1.23M Buy
9,159
+301
+3% +$37.5K 0.3% 62
2025
Q1 		$1.17M Buy
8,858
+1,924
+28% +$255K 0.32% 65
2024
Q4 		$850K Sell
6,934
-90
-1% -$12K 0.23% 72
2024
Q3 		$948K Buy
7,024
+504
+8% +$73.2K 0.27% 64
2024
Q2 		$1.02M Sell
6,520
-968
-13% -$156K 0.33% 57
2024
Q1 		$1.28M Buy
7,488
+96
+1% +$13.8K 0.43% 40
2023
Q4 		$961K Buy
7,392
+526
+8% +$66.9K 0.42% 42
2023
Q3 		$973K Buy
6,866
+488
+8% +$63.9K 0.49% 34
2023
Q2 		$748K Sell
6,378
-1,394
-18% -$162K 0.39% 54
2023
Q1 		$1.08M Buy
7,772
+783
+11% +$105K 0.64% 43
2022
Q4 		$887K Buy
6,989
+642
+10% +$80.6K 0.57% 47
2022
Q3 		$678K Buy
6,347
+1,354
+27% +$149K 0.48% 59
2022
Q2 		$517K Buy
+4,993
New +$591K 0.33% 89

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

GoalVest Advisory's VLO Position: Q3 2026 in Review

GoalVest Advisory reduced its Valero Energy (VLO) stake by 2.4% in Q3 2026, selling an estimated $50.6K and leaving 6,019 shares worth $2.33M. The position accounts for 0.4% of the portfolio, ranked #37.

GoalVest Advisory first reported a position in VLO in Q2 2022 and has held it in 18 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • GoalVest Advisory held 6,019 shares of Valero Energy worth $2.33M as of Q3 2026.
  • GoalVest Advisory sold 150 Valero Energy shares in Q3 2026, an estimated $50.6K.
  • Valero Energy made up 0.4% of GoalVest Advisory's portfolio in Q3 2026, its #37 holding.
  • GoalVest Advisory first reported a position in Valero Energy in Q2 2022 and has held it in 18 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.