Larson Financial Group
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Larson Financial Group’s Valero Energy VLO Stock Holding History

Larson Financial 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 		$3.03M Buy
7,811
+669
+9% +$226K 0.07% 213
2026
Q2 		$1.86M Buy
7,142
+176
+3% +$43.3K 0.05% 264
2026
Q1 		$1.72M Buy
6,966
+134
+2% +$27.6K 0.05% 250
2025
Q4 		$1.11M Buy
6,832
+365
+6% +$61.8K 0.04% 302
2025
Q3 		$1.1M Sell
6,467
-842
-12% -$126K 0.04% 295
2025
Q2 		$982K Buy
7,309
+1,619
+28% +$202K 0.04% 294
2025
Q1 		$751K Buy
5,690
+411
+8% +$54.5K 0.04% 315
2024
Q4 		$647K Buy
5,279
+162
+3% +$21.7K 0.03% 304
2024
Q3 		$691K Buy
5,117
+2,141
+72% +$311K 0.04% 277
2024
Q2 		$467K Buy
2,976
+2,869
+2,681% +$463K 0.03% 288
2024
Q1 		$18.3K Sell
107
-142
-57% -$20.3K ﹤0.01% 908
2023
Q4 		$32.3K Hold
249
– – ﹤0.01% 740
2023
Q3 		$35.3K Sell
249
-183
-42% -$24K ﹤0.01% 694
2023
Q2 		$50.7K Buy
432
+200
+86% +$23.2K 0.01% 556
2023
Q1 		$32.4K Buy
232
+230
+11,500% +$30.9K ﹤0.01% 631
2022
Q4 		$254 Hold
2
– – ﹤0.01% 1413
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1407
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1303
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1179
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1181
2021
Q3 		$0 Hold
2
– – ﹤0.01% 955
2021
Q2 		$0 Sell
2
-190
-99% -$14.7K ﹤0.01% 944
2021
Q1 		$14K Buy
192
+181
+1,645% +$12.3K ﹤0.01% 483
2020
Q4 		$1K Buy
11
+2
+22% +$98 ﹤0.01% 730
2020
Q3 		$0 Hold
9
– – ﹤0.01% 841
2020
Q2 		$1K Hold
9
– – ﹤0.01% 659
2020
Q1 		$0 Hold
9
– – ﹤0.01% 660
2019
Q4 		$1K Buy
9
+2
+29% +$189 ﹤0.01% 550
2019
Q3 		$1K Hold
7
– – ﹤0.01% 520
2019
Q2 		$1K Sell
7
-3
-30% -$248 ﹤0.01% 470
2019
Q1 		$1K Hold
10
– – ﹤0.01% 467
2018
Q4 		$1K Buy
+10
New +$878 ﹤0.01% 447

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Larson Financial Group's VLO Position: Q3 2026 in Review

Larson Financial Group increased its Valero Energy (VLO) stake by 9.4% in Q3 2026, buying an estimated $226K and bringing the position to 7,811 shares worth $3.03M. The position accounts for 0.07% of the portfolio, ranked #213.

Larson Financial Group first reported a position in VLO in Q4 2018 and has held it in 32 quarters since. 1,385 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Larson Financial Group held 7,811 shares of Valero Energy worth $3.03M as of Q3 2026.
  • Larson Financial Group bought 669 Valero Energy shares in Q3 2026, an estimated $226K.
  • Valero Energy made up 0.07% of Larson Financial Group's portfolio in Q3 2026, its #213 holding.
  • Larson Financial Group first reported a position in Valero Energy in Q4 2018 and has held it in 32 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.