Martel Wealth Advisors
VLO icon

Martel Wealth Advisors’s Valero Energy VLO Stock Holding History

Martel Wealth 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 		$493K Hold
1,273
– – 0.08% 42
2026
Q2 		$332K Hold
1,273
– – 0.05% 47
2026
Q1 		$315K Hold
1,273
– – 0.05% 62
2025
Q4 		$207K Hold
1,273
– – 0.04% 69
2025
Q3 		$217K Buy
+1,273
New +$190K 0.04% 67
2024
Q2 		– Sell
-1,273
Closed -$217K – 54
2024
Q1 		$217K Buy
+1,273
New +$182K 0.05% 51

Other funds holding VLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Martel Wealth Advisors's VLO Position: Q3 2026 in Review

Martel Wealth Advisors held its Valero Energy (VLO) position steady in Q3 2026 at 1,273 shares worth $493K. The position accounts for 0.08% of the portfolio, ranked #42.

Martel Wealth Advisors first reported a position in VLO in Q1 2024 and has held it in 6 quarters since. 1,490 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Martel Wealth Advisors held 1,273 shares of Valero Energy worth $493K as of Q3 2026.
  • Martel Wealth Advisors left its Valero Energy share count unchanged in Q3 2026.
  • Valero Energy made up 0.08% of Martel Wealth Advisors's portfolio in Q3 2026, its #42 holding.
  • Martel Wealth Advisors first reported a position in Valero Energy in Q1 2024 and has held it in 6 quarters since.
  • 1,490 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Martel Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.