Mitchell & Pahl Private Wealth
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Mitchell & Pahl Private Wealth’s Valero Energy VLO Stock Holding History

Mitchell & Pahl Private Wealth’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 		$5.87M Sell
15,145
-225
-1% -$75.9K 2.12% 5
2026
Q2 		$4M Buy
15,370
+174
+1% +$42.8K 1.47% 13
2026
Q1 		$3.75M Buy
15,196
+370
+2% +$76.3K 1.52% 8
2025
Q4 		$2.41M Sell
14,826
-74
-0.5% -$12.5K 1% 35
2025
Q3 		$2.54M Sell
14,900
-175
-1% -$26.1K 1.06% 34
2025
Q2 		$2.03M Buy
15,075
+847
+6% +$106K 0.9% 41
2025
Q1 		$1.88M Buy
14,228
+43
+0.3% +$5.71K 0.88% 44
2024
Q4 		$1.74M Buy
14,185
+1,048
+8% +$140K 0.81% 47
2024
Q3 		$1.77M Buy
13,137
+424
+3% +$61.6K 0.83% 45
2024
Q2 		$1.99M Sell
12,713
-194
-2% -$31.3K 1.05% 32
2024
Q1 		$2.2M Buy
12,907
+24
+0.2% +$3.44K 1.16% 22
2023
Q4 		$1.67M Sell
12,883
-152
-1% -$19.3K 0.95% 36
2023
Q3 		$1.85M Buy
13,035
+899
+7% +$118K 1.1% 28
2023
Q2 		$1.42M Buy
12,136
+393
+3% +$45.7K 0.86% 40
2023
Q1 		$1.64M Buy
11,743
+124
+1% +$16.7K 1.03% 28
2022
Q4 		$1.47M Sell
11,619
-155
-1% -$19.5K 0.97% 35
2022
Q3 		$1.26M Buy
11,774
+674
+6% +$74.2K 0.93% 33
2022
Q2 		$1.18M Buy
11,100
+453
+4% +$53.6K 0.82% 43
2022
Q1 		$1.08M Buy
10,647
+1,063
+11% +$92.2K 0.69% 48
2021
Q4 		$720K Buy
9,584
+579
+6% +$43.1K 0.46% 73
2021
Q3 		$635K Buy
9,005
+279
+3% +$18.6K 0.46% 76
2021
Q2 		$681K Buy
8,726
+704
+9% +$54.5K 0.49% 75
2021
Q1 		$574K Buy
8,022
+1,104
+16% +$75K 0.45% 79
2020
Q4 		$391K Buy
+6,918
New +$339K 0.33% 94

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
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 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

Mitchell & Pahl Private Wealth's VLO Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth reduced its Valero Energy (VLO) stake by 1.5% in Q3 2026, selling an estimated $75.9K and leaving 15,145 shares worth $5.87M. The position accounts for 2.12% of the portfolio, ranked #5.

Mitchell & Pahl Private Wealth first reported a position in VLO in Q4 2020 and has held it in 24 quarters since. 623 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 15,145 shares of Valero Energy worth $5.87M as of Q3 2026.
  • Mitchell & Pahl Private Wealth sold 225 Valero Energy shares in Q3 2026, an estimated $75.9K.
  • Valero Energy made up 2.12% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #5 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Valero Energy in Q4 2020 and has held it in 24 quarters since.
  • 623 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.