Key Financial Inc
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Key Financial Inc’s Valero Energy VLO Stock Holding History

Key Financial Inc’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 		$132K Buy
341
+8
+2% +$2.7K 0.02% 368
2026
Q2 		$86.6K Hold
333
– – 0.01% 450
2026
Q1 		$82.2K Hold
333
– – 0.01% 436
2025
Q4 		$54.1K Sell
333
-9
-3% -$1.52K 0.01% 498
2025
Q3 		$57.3K Sell
342
-5
-1% -$746 0.01% 494
2025
Q2 		$46.6K Hold
347
– – 0.01% 507
2025
Q1 		$45.8K Sell
347
-116
-25% -$15.4K 0.01% 497
2024
Q4 		$56.7K Buy
463
+9
+2% +$1.2K 0.01% 459
2024
Q3 		$61.2K Sell
454
-13
-3% -$1.89K 0.01% 448
2024
Q2 		$73.1K Hold
467
– – 0.02% 392
2024
Q1 		$79.6K Hold
467
– – 0.02% 362
2023
Q4 		$60.6K Buy
467
+100
+27% +$12.7K 0.02% 391
2023
Q3 		$51.9K Hold
367
– – 0.02% 405
2023
Q2 		$43K Buy
367
+72
+24% +$8.37K 0.01% 434
2023
Q1 		$41.2K Buy
295
+37
+14% +$4.97K 0.02% 419
2022
Q4 		$27.6K Hold
258
– – 0.01% 446
2022
Q3 		$28K Hold
258
– – 0.01% 450
2022
Q2 		$28K Buy
258
+116
+82% +$13.7K 0.02% 444
2022
Q1 		$14K Buy
142
+38
+37% +$3.3K 0.01% 559
2021
Q4 		$8K Hold
104
– – ﹤0.01% 642
2021
Q3 		$7K Buy
104
+50
+93% +$3.33K ﹤0.01% 665
2021
Q2 		$4K Hold
54
– – ﹤0.01% 722
2021
Q1 		$4K Buy
54
+26
+93% +$1.77K ﹤0.01% 631
2020
Q4 		$2K Buy
+28
New +$1.37K ﹤0.01% 653
2020
Q2 		– Sell
-28
Closed -$1K – 623
2020
Q1 		$1K Buy
+28
New +$2.03K ﹤0.01% 663

Other funds holding VLO

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
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
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Key Financial Inc's VLO Position: Q3 2026 in Review

Key Financial Inc increased its Valero Energy (VLO) stake by 2.4% in Q3 2026, buying an estimated $2.7K and bringing the position to 341 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #368.

Key Financial Inc first reported a position in VLO in Q1 2020 and has held it in 25 quarters since. 1,291 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Key Financial Inc held 341 shares of Valero Energy worth $132K as of Q3 2026.
  • Key Financial Inc bought 8 Valero Energy shares in Q3 2026, an estimated $2.7K.
  • Valero Energy made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #368 holding.
  • Key Financial Inc first reported a position in Valero Energy in Q1 2020 and has held it in 25 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.