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KFA Private Wealth Group’s Valero Energy VLO Stock Holding History

KFA Private Wealth Group’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 		$361K Sell
930
-96
-9% -$32.4K 0.08% 105
2026
Q2 		$267K Buy
1,026
+1
+0.1% +$246 0.06% 128
2026
Q1 		$253K Buy
+1,025
New +$211K 0.06% 144

Other funds holding VLO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

KFA Private Wealth Group's VLO Position: Q3 2026 in Review

KFA Private Wealth Group reduced its Valero Energy (VLO) stake by 9.4% in Q3 2026, selling an estimated $32.4K and leaving 930 shares worth $361K. The position accounts for 0.08% of the portfolio, ranked #105.

KFA Private Wealth Group first reported a position in VLO in Q1 2026 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • KFA Private Wealth Group held 930 shares of Valero Energy worth $361K as of Q3 2026.
  • KFA Private Wealth Group sold 96 Valero Energy shares in Q3 2026, an estimated $32.4K.
  • Valero Energy made up 0.08% of KFA Private Wealth Group's portfolio in Q3 2026, its #105 holding.
  • KFA Private Wealth Group first reported a position in Valero Energy in Q1 2026 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.