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MFG Wealth Management’s Valero Energy VLO Stock Holding History

MFG Wealth 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 		$2.3M Sell
5,934
-870
-13% -$294K 1.67% 24
2026
Q2 		$1.77M Sell
6,804
-1,136
-14% -$280K 1.27% 38
2026
Q1 		$1.96M Buy
+7,940
New +$1.64M 1.63% 26
2025
Q2 		– Sell
-8,505
Closed -$1.12M – 65
2025
Q1 		$1.12M Buy
8,505
+10
+0.1% +$1.33K 1.07% 43
2024
Q4 		$1.04M Buy
+8,495
New +$1.14M 0.95% 46

Other funds holding VLO

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
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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

MFG Wealth Management's VLO Position: Q3 2026 in Review

MFG Wealth Management reduced its Valero Energy (VLO) stake by 13% in Q3 2026, selling an estimated $294K and leaving 5,934 shares worth $2.3M. The position accounts for 1.67% of the portfolio, ranked #24.

MFG Wealth Management first reported a position in VLO in Q4 2024 and has held it in 5 quarters since. 472 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • MFG Wealth Management held 5,934 shares of Valero Energy worth $2.3M as of Q3 2026.
  • MFG Wealth Management sold 870 Valero Energy shares in Q3 2026, an estimated $294K.
  • Valero Energy made up 1.67% of MFG Wealth Management's portfolio in Q3 2026, its #24 holding.
  • MFG Wealth Management first reported a position in Valero Energy in Q4 2024 and has held it in 5 quarters since.
  • 472 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

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