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MJT & Associates Financial Advisory’s Valero Energy VLO Stock Holding History

MJT & Associates Financial Advisory’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 		$12K Hold
31
– – 0.01% 171
2026
Q2 		$8.07K Buy
+31
New +$7.63K 0.01% 225

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ANBT
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SIS
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SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MJT & Associates Financial Advisory's VLO Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Valero Energy (VLO) position steady in Q3 2026 at 31 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #171.

MJT & Associates Financial Advisory first reported a position in VLO in Q2 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • MJT & Associates Financial Advisory held 31 shares of Valero Energy worth $12K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Valero Energy share count unchanged in Q3 2026.
  • Valero Energy made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #171 holding.
  • MJT & Associates Financial Advisory first reported a position in Valero Energy in Q2 2026 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.