Impact Partnership Wealth
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Impact Partnership Wealth’s Valero Energy VLO Stock Holding History

Impact Partnership 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 		$2.54M Sell
6,540
-1,471
-18% -$497K 0.22% 60
2026
Q2 		$2.09M Buy
8,011
+1,167
+17% +$287K 0.2% 69
2026
Q1 		$1.69M Buy
6,844
+3,721
+119% +$767K 0.21% 64
2025
Q4 		$508K Sell
3,123
-262
-8% -$44.4K 0.07% 187
2025
Q3 		$576K Sell
3,385
-503
-13% -$75K 0.09% 145
2025
Q2 		$523K Sell
3,888
-5,602
-59% -$698K 0.1% 134
2025
Q1 		$1.25M Buy
+9,490
New +$1.26M 0.27% 39
2024
Q4 		– Sell
-8,442
Closed -$1.14M – 336
2024
Q3 		$1.14M Buy
8,442
+556
+7% +$80.7K 0.26% 42
2024
Q2 		$1.24M Buy
7,886
+5,798
+278% +$936K 0.32% 35
2024
Q1 		$356K Buy
2,088
+80
+4% +$11.5K 0.14% 106
2023
Q4 		$261K Sell
2,008
-744
-27% -$94.7K 0.1% 137
2023
Q3 		$390K Buy
2,752
+10
+0.4% +$1.31K 0.12% 91
2023
Q2 		$322K Buy
+2,742
New +$319K 0.11% 130

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Impact Partnership Wealth's VLO Position: Q3 2026 in Review

Impact Partnership Wealth reduced its Valero Energy (VLO) stake by 18% in Q3 2026, selling an estimated $497K and leaving 6,540 shares worth $2.54M. The position accounts for 0.22% of the portfolio, ranked #60.

Impact Partnership Wealth first reported a position in VLO in Q2 2023 and has held it in 13 quarters since. 1,437 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Impact Partnership Wealth held 6,540 shares of Valero Energy worth $2.54M as of Q3 2026.
  • Impact Partnership Wealth sold 1,471 Valero Energy shares in Q3 2026, an estimated $497K.
  • Valero Energy made up 0.22% of Impact Partnership Wealth's portfolio in Q3 2026, its #60 holding.
  • Impact Partnership Wealth first reported a position in Valero Energy in Q2 2023 and has held it in 13 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.