Keebeck Wealth Management
VLO icon

Keebeck Wealth Management’s Valero Energy VLO Stock Holding History

Keebeck 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 		$921K Buy
2,375
+68
+3% +$23K 0.09% 182
2026
Q2 		$601K Buy
2,307
+247
+12% +$60.8K 0.06% 220
2026
Q1 		$509K Buy
2,060
+388
+23% +$80K 0.06% 233
2025
Q4 		$272K Buy
1,672
+211
+14% +$35.7K 0.03% 314
2025
Q3 		$249K Buy
+1,461
New +$218K 0.03% 322
2024
Q2 		– Sell
-1,216
Closed -$208K – 285
2024
Q1 		$208K Buy
+1,216
New +$174K 0.03% 265
2023
Q3 		– Sell
-26,216
Closed -$3.08M – 274
2023
Q2 		$3.08M Buy
+26,216
New +$3.05M 0.42% 64
2021
Q2 		– Sell
-11,893
Closed -$852K – 249
2021
Q1 		$852K Hold
11,893
– – 0.13% 123
2020
Q4 		$673K Hold
11,893
– – 0.12% 127
2020
Q3 		$515K Buy
11,893
+693
+6% +$36.3K 0.11% 132
2020
Q2 		$658K Sell
11,200
-206
-2% -$12.3K 0.21% 91
2020
Q1 		$517K Buy
11,406
+6,211
+120% +$451K 0.22% 92
2019
Q4 		$486K Buy
+5,195
New +$491K 0.15% 100

Other funds holding VLO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Keebeck Wealth Management increased its Valero Energy (VLO) stake by 2.9% in Q3 2026, buying an estimated $23K and bringing the position to 2,375 shares worth $921K. The position accounts for 0.09% of the portfolio, ranked #182.

Keebeck Wealth Management first reported a position in VLO in Q4 2019 and has held it in 13 quarters since. The position peaked at $3.08M in Q2 2023. 1,932 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Keebeck Wealth Management held 2,375 shares of Valero Energy worth $921K as of Q3 2026.
  • Keebeck Wealth Management bought 68 Valero Energy shares in Q3 2026, an estimated $23K.
  • Valero Energy made up 0.09% of Keebeck Wealth Management's portfolio in Q3 2026, its #182 holding.
  • Keebeck Wealth Management first reported a position in Valero Energy in Q4 2019 and has held it in 13 quarters since.
  • Keebeck Wealth Management's Valero Energy position peaked at $3.08M in Q2 2023.
  • 1,932 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Keebeck Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.