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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
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
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. 327 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.
  • 327 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.