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HF Advisory Group’s Valero Energy VLO Stock Holding History

HF Advisory 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 		$297K Sell
768
-91
-11% -$30.7K 0.09% 153
2026
Q2 		$224K Sell
859
-140
-14% -$34.5K 0.07% 162
2026
Q1 		$247K Buy
+999
New +$206K 0.08% 153

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

HF Advisory Group's VLO Position: Q3 2026 in Review

HF Advisory Group reduced its Valero Energy (VLO) stake by 11% in Q3 2026, selling an estimated $30.7K and leaving 768 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #153.

HF Advisory Group first reported a position in VLO in Q1 2026 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • HF Advisory Group held 768 shares of Valero Energy worth $297K as of Q3 2026.
  • HF Advisory Group sold 91 Valero Energy shares in Q3 2026, an estimated $30.7K.
  • Valero Energy made up 0.09% of HF Advisory Group's portfolio in Q3 2026, its #153 holding.
  • HF Advisory Group first reported a position in Valero Energy in Q1 2026 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.