Great Valley Advisor Group
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Great Valley Advisor Group’s Valero Energy VLO Stock Holding History

Great Valley Advisor Group’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 		$3.61M Buy
9,313
+160
+2% +$54K 0.05% 307
2026
Q2 		$2.38M Buy
9,153
+114
+1% +$28.1K 0.04% 361
2026
Q1 		$2.23M Buy
9,039
+184
+2% +$37.9K 0.04% 351
2025
Q4 		$1.44M Sell
8,855
-96
-1% -$16.3K 0.03% 421
2025
Q3 		$1.52M Sell
8,951
-427
-5% -$63.7K 0.03% 393
2025
Q2 		$1.26M Sell
9,378
-910
-9% -$113K 0.03% 417
2025
Q1 		$1.36M Buy
10,288
+221
+2% +$29.3K 0.03% 383
2024
Q4 		$1.23M Sell
10,067
-268
-3% -$35.9K 0.03% 398
2024
Q3 		$1.4M Buy
10,335
+446
+5% +$64.8K 0.03% 370
2024
Q2 		$1.55M Buy
9,889
+62
+0.6% +$10K 0.04% 305
2024
Q1 		$1.68M Buy
9,827
+110
+1% +$15.8K 0.05% 298
2023
Q4 		$1.26M Sell
9,717
-170
-2% -$21.6K 0.04% 308
2023
Q3 		$1.4M Sell
9,887
-301
-3% -$39.4K 0.06% 268
2023
Q2 		$1.19M Sell
10,188
-628
-6% -$73K 0.05% 290
2023
Q1 		$1.51M Sell
10,816
-259
-2% -$34.8K 0.07% 251
2022
Q4 		$1.4M Buy
11,075
+3,049
+38% +$383K 0.07% 270
2022
Q3 		$858K Sell
8,026
-5,116
-39% -$563K 0.05% 330
2022
Q2 		$1.4M Sell
13,142
-10,173
-44% -$1.2M 0.08% 254
2022
Q1 		$2.35M Buy
23,315
+8,057
+53% +$699K 0.14% 179
2021
Q4 		$1.14M Sell
15,258
-4,415
-22% -$329K 0.07% 255
2021
Q3 		$1.39M Buy
19,673
+12,467
+173% +$830K 0.1% 211
2021
Q2 		$555K Buy
7,206
+107
+2% +$8.29K 0.04% 324
2021
Q1 		$509K Sell
7,099
-209
-3% -$14.2K 0.05% 300
2020
Q4 		$414K Buy
+7,308
New +$359K 0.04% 306
2019
Q2 		– Sell
-4,588
Closed -$389K – 343
2019
Q1 		$389K Buy
4,588
+806
+21% +$66.6K 0.12% 183
2018
Q4 		$284K Buy
+3,782
New +$332K 0.11% 176

Other funds holding VLO

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Great Valley Advisor Group's VLO Position: Q3 2026 in Review

Great Valley Advisor Group increased its Valero Energy (VLO) stake by 1.7% in Q3 2026, buying an estimated $54K and bringing the position to 9,313 shares worth $3.61M. The position accounts for 0.05% of the portfolio, ranked #307.

Great Valley Advisor Group first reported a position in VLO in Q4 2018 and has held it in 26 quarters since. 1,451 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Great Valley Advisor Group held 9,313 shares of Valero Energy worth $3.61M as of Q3 2026.
  • Great Valley Advisor Group bought 160 Valero Energy shares in Q3 2026, an estimated $54K.
  • Valero Energy made up 0.05% of Great Valley Advisor Group's portfolio in Q3 2026, its #307 holding.
  • Great Valley Advisor Group first reported a position in Valero Energy in Q4 2018 and has held it in 26 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.