IMG Wealth Management
VLO icon

IMG Wealth Management’s Valero Energy VLO Stock Holding History

IMG 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 		$20.9K Buy
54
+7
+15% +$2.36K 0.01% 251
2026
Q2 		$12.2K Buy
47
+19
+68% +$4.68K 0.01% 290
2026
Q1 		$6.92K Buy
28
+11
+65% +$2.27K ﹤0.01% 341
2025
Q4 		$2.77K Buy
+17
New +$2.88K ﹤0.01% 481

Other funds holding VLO

AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
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

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

IMG Wealth Management increased its Valero Energy (VLO) stake by 15% in Q3 2026, buying an estimated $2.36K and bringing the position to 54 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #251.

IMG Wealth Management first reported a position in VLO in Q4 2025 and has held it in 4 quarters since. 1,059 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • IMG Wealth Management held 54 shares of Valero Energy worth $20.9K as of Q3 2026.
  • IMG Wealth Management bought 7 Valero Energy shares in Q3 2026, an estimated $2.36K.
  • Valero Energy made up 0.01% of IMG Wealth Management's portfolio in Q3 2026, its #251 holding.
  • IMG Wealth Management first reported a position in Valero Energy in Q4 2025 and has held it in 4 quarters since.
  • 1,059 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.