Mindset Wealth Management
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Mindset Wealth Management’s Valero Energy VLO Stock Holding History

Mindset 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 		$581K Buy
1,500
+100
+7% +$33.8K 0.1% 84
2026
Q2 		$365K Hold
1,400
– – 0.07% 119
2026
Q1 		$346K Hold
1,400
– – 0.09% 113
2025
Q4 		$228K Hold
1,400
– – 0.06% 162
2025
Q3 		$238K Buy
+1,400
New +$209K 0.07% 149

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Mindset Wealth Management increased its Valero Energy (VLO) stake by 7.1% in Q3 2026, buying an estimated $33.8K and bringing the position to 1,500 shares worth $581K. The position accounts for 0.1% of the portfolio, ranked #84.

Mindset Wealth Management first reported a position in VLO in Q3 2025 and has held it in 5 quarters since. 593 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Mindset Wealth Management held 1,500 shares of Valero Energy worth $581K as of Q3 2026.
  • Mindset Wealth Management bought 100 Valero Energy shares in Q3 2026, an estimated $33.8K.
  • Valero Energy made up 0.1% of Mindset Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Mindset Wealth Management first reported a position in Valero Energy in Q3 2025 and has held it in 5 quarters since.
  • 593 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.