Holos Integrated Wealth
VLO icon

Holos Integrated Wealth’s Valero Energy VLO Stock Holding History

Holos Integrated Wealth’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 		$13.4K Hold
31
– – 0.01% 246
2026
Q2 		$8.25K Hold
31
– – ﹤0.01% 277
2026
Q1 		$7.8K Hold
31
– – ﹤0.01% 272
2025
Q4 		$5.12K Hold
31
– – ﹤0.01% 237
2025
Q3 		$4.9K Hold
31
– – ﹤0.01% 232
2025
Q2 		$4.13K Hold
31
– – ﹤0.01% 238
2025
Q1 		$4.09K Hold
31
– – ﹤0.01% 242
2024
Q4 		$3.8K Buy
+31
New +$4.15K ﹤0.01% 247

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Holos Integrated Wealth's VLO Position: Q3 2026 in Review

Holos Integrated Wealth held its Valero Energy (VLO) position steady in Q3 2026 at 31 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #246.

Holos Integrated Wealth first reported a position in VLO in Q4 2024 and has held it in 8 quarters since. 644 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Holos Integrated Wealth held 31 shares of Valero Energy worth $13.4K as of Q3 2026.
  • Holos Integrated Wealth left its Valero Energy share count unchanged in Q3 2026.
  • Valero Energy made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #246 holding.
  • Holos Integrated Wealth first reported a position in Valero Energy in Q4 2024 and has held it in 8 quarters since.
  • 644 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.