Mechanics Bank - Trust Department’s Valero Energy VLO Stock Holding History

Mechanics Bank - Trust Department’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	$433K	Hold	1,117	–	–	0.05%	158
2026 Q2	$291K	Buy	1,117 +82	+8%	+$20.2K	0.04%	182
2026 Q1	$256K	Buy	+1,035	New	+$213K	0.04%	183
2019 Q4	–	Sell	-365	Closed	-$31K	–	217
2019 Q3	$31K	Buy	+365	New	+$29.5K	0.01%	202

Other funds holding VLO

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Mechanics Bank - Trust Department's VLO Position: Q3 2026 in Review

Mechanics Bank - Trust Department held its Valero Energy (VLO) position steady in Q3 2026 at 1,117 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #158.

Mechanics Bank - Trust Department first reported a position in VLO in Q3 2019 and has held it in 4 quarters since. 331 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Mechanics Bank - Trust Department held 1,117 shares of Valero Energy worth $433K as of Q3 2026.
Mechanics Bank - Trust Department left its Valero Energy share count unchanged in Q3 2026.
Valero Energy made up 0.05% of Mechanics Bank - Trust Department's portfolio in Q3 2026, its #158 holding.
Mechanics Bank - Trust Department first reported a position in Valero Energy in Q3 2019 and has held it in 4 quarters since.
331 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q3 2026, filed 13 Oct 2026.