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Marquette Asset Management’s Valero Energy VLO Stock Holding History

Marquette Asset 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 		$12.4K Hold
32
– – ﹤0.01% 230
2026
Q2 		$8.34K Hold
32
– – ﹤0.01% 339
2026
Q1 		$7.91K Buy
32
+21
+191% +$4.33K ﹤0.01% 288
2025
Q4 		$1.79K Sell
11
-16
-59% -$2.71K ﹤0.01% 498
2025
Q3 		$4.6K Buy
+27
New +$4.03K ﹤0.01% 350
2023
Q3 		– Sell
-44
Closed -$5.16K – 312
2023
Q2 		$5.16K Buy
+44
New +$5.11K ﹤0.01% 264

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

Marquette Asset Management's VLO Position: Q3 2026 in Review

Marquette Asset Management held its Valero Energy (VLO) position steady in Q3 2026 at 32 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Marquette Asset Management first reported a position in VLO in Q2 2023 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Marquette Asset Management held 32 shares of Valero Energy worth $12.4K as of Q3 2026.
  • Marquette Asset Management left its Valero Energy share count unchanged in Q3 2026.
  • Valero Energy made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #230 holding.
  • Marquette Asset Management first reported a position in Valero Energy in Q2 2023 and has held it in 6 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.