HRC Wealth Management
VLO icon

HRC Wealth Management’s Valero Energy VLO Stock Holding History

HRC Wealth Management’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 		$310K Hold
800
– – 0.12% 49
2026
Q2 		$208K Buy
+800
New +$197K 0.09% 63

Other funds holding VLO

AGF Management
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

HRC Wealth Management's VLO Position: Q3 2026 in Review

HRC Wealth Management held its Valero Energy (VLO) position steady in Q3 2026 at 800 shares worth $310K. The position accounts for 0.12% of the portfolio, ranked #49.

HRC Wealth Management first reported a position in VLO in Q2 2026 and has held it in 2 quarters since. 1,078 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • HRC Wealth Management held 800 shares of Valero Energy worth $310K as of Q3 2026.
  • HRC Wealth Management left its Valero Energy share count unchanged in Q3 2026.
  • Valero Energy made up 0.12% of HRC Wealth Management's portfolio in Q3 2026, its #49 holding.
  • HRC Wealth Management first reported a position in Valero Energy in Q2 2026 and has held it in 2 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.