LVW Advisors
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LVW Advisors’s Valero Energy VLO Stock Holding History

LVW Advisors’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 		$984K Buy
2,539
+833
+49% +$281K 0.08% 152
2026
Q2 		$444K Buy
1,706
+318
+23% +$78.3K 0.04% 255
2026
Q1 		$343K Buy
+1,388
New +$286K 0.03% 294
2018
Q4 		– Sell
-2,345
Closed -$267K – 169
2018
Q3 		$267K Sell
2,345
-600
-20% -$68.1K 0.08% 142
2018
Q2 		$326K Sell
2,945
-95
-3% -$10.7K 0.1% 106
2018
Q1 		$282K Buy
+3,040
New +$284K 0.09% 117

Other funds holding VLO

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

LVW Advisors's VLO Position: Q3 2026 in Review

LVW Advisors increased its Valero Energy (VLO) stake by 49% in Q3 2026, buying an estimated $281K and bringing the position to 2,539 shares worth $984K. The position accounts for 0.08% of the portfolio, ranked #152.

LVW Advisors first reported a position in VLO in Q1 2018 and has held it in 6 quarters since. 1,241 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • LVW Advisors held 2,539 shares of Valero Energy worth $984K as of Q3 2026.
  • LVW Advisors bought 833 Valero Energy shares in Q3 2026, an estimated $281K.
  • Valero Energy made up 0.08% of LVW Advisors's portfolio in Q3 2026, its #152 holding.
  • LVW Advisors first reported a position in Valero Energy in Q1 2018 and has held it in 6 quarters since.
  • 1,241 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.