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Miller Wealth Advisors’s Valero Energy VLO Stock Holding History

Miller 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 		$250K Hold
646
– – 0.1% 19
2026
Q2 		$168K Hold
646
– – 0.07% 21
2026
Q1 		$160K Buy
646
+3
+0.5% +$618 0.06% 21
2025
Q4 		$105K Buy
643
+4
+0.6% +$678 0.04% 27
2025
Q3 		$109K Buy
639
+5
+0.8% +$746 0.04% 26
2025
Q2 		$85.3K Buy
634
+4
+0.6% +$498 0.04% 25
2025
Q1 		$83.2K Buy
630
+5
+0.8% +$663 0.05% 25
2024
Q4 		$76.6K Buy
625
+5
+0.8% +$669 0.04% 27
2024
Q3 		$84.7K Buy
620
+5
+0.8% +$726 0.05% 24
2024
Q2 		$96.5K Buy
615
+4
+0.7% +$645 0.05% 23
2024
Q1 		$104K Buy
611
+4
+0.7% +$573 0.06% 22
2023
Q4 		$79K Buy
607
+4
+0.7% +$509 0.05% 24
2023
Q3 		$85.5K Buy
603
+4
+0.7% +$524 0.06% 20
2023
Q2 		$70.3K Sell
599
-401
-40% -$46.6K 0.05% 20
2023
Q1 		$229K Sell
1,000
-120
-11% -$16.1K 1.11% 6
2022
Q4 		$131K Buy
1,120
+540
+93% +$67.8K 0.09% 19
2022
Q3 		$62K Hold
580
– – 0.05% 33
2022
Q2 		$62K Buy
580
+3
+0.5% +$355 0.05% 22
2022
Q1 		$59K Buy
577
+6
+1% +$520 0.04% 24
2021
Q4 		$43K Buy
+571
New +$42.5K 0.03% 31

Other funds holding VLO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Miller Wealth Advisors held its Valero Energy (VLO) position steady in Q3 2026 at 646 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #19.

Miller Wealth Advisors first reported a position in VLO in Q4 2021 and has held it in 20 quarters since. 1,932 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Miller Wealth Advisors held 646 shares of Valero Energy worth $250K as of Q3 2026.
  • Miller Wealth Advisors left its Valero Energy share count unchanged in Q3 2026.
  • Valero Energy made up 0.1% of Miller Wealth Advisors's portfolio in Q3 2026, its #19 holding.
  • Miller Wealth Advisors first reported a position in Valero Energy in Q4 2021 and has held it in 20 quarters since.
  • 1,932 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Miller Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.