Jeppson Wealth Management’s Valero Energy VLO Stock Holding History

Jeppson 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	$642K	Hold	1,656	–	–	0.18%	115
2026 Q2	$431K	Hold	1,656	–	–	0.13%	157
2026 Q1	$409K	Hold	1,656	–	–	0.13%	148
2025 Q4	$270K	Hold	1,656	–	–	0.09%	179
2025 Q3	$282K	Hold	1,656	–	–	0.09%	176
2025 Q2	$223K	Hold	1,656	–	–	0.08%	194
2025 Q1	$219K	Hold	1,656	–	–	0.08%	184
2024 Q4	$203K	Hold	1,656	–	–	0.07%	191
2024 Q3	$224K	Hold	1,656	–	–	0.08%	184
2024 Q2	$260K	Buy	1,656 +136	+9%	+$21.9K	0.1%	167
2024 Q1	$259K	Buy	+1,520	New	+$218K	0.1%	170
2023 Q4	–	Sell	-1,520	Closed	-$215K	–	208
2023 Q3	$215K	Buy	+1,520	New	+$199K	0.1%	169
2023 Q2	–	Sell	-1,527	Closed	-$213K	–	206
2023 Q1	$213K	Buy	+1,527	New	+$205K	0.09%	182
2020 Q4	–	Sell	-530	Closed	-$23K	–	444
2020 Q3	$23K	Buy	+530	New	+$27.8K	0.02%	320

Other funds holding VLO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

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

Jeppson Wealth Management held its Valero Energy (VLO) position steady in Q3 2026 at 1,656 shares worth $642K. The position accounts for 0.18% of the portfolio, ranked #115.

Jeppson Wealth Management first reported a position in VLO in Q3 2020 and has held it in 14 quarters since. 1,385 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Jeppson Wealth Management held 1,656 shares of Valero Energy worth $642K as of Q3 2026.
Jeppson Wealth Management left its Valero Energy share count unchanged in Q3 2026.
Valero Energy made up 0.18% of Jeppson Wealth Management's portfolio in Q3 2026, its #115 holding.
Jeppson Wealth Management first reported a position in Valero Energy in Q3 2020 and has held it in 14 quarters since.
1,385 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.