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

Mosley 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 		$127K Sell
286
-14
-5% -$4.72K 0.04% 194
2026
Q2 		$78K Sell
300
-1,506
-83% -$371K 0.02% 216
2026
Q1 		$307K Buy
1,806
+19
+1% +$3.92K 0.14% 125
2025
Q4 		$290K Buy
+1,787
New +$303K 0.13% 131
2024
Q4 		$246K Buy
+1,764
New +$236K 0.15% 105
2024
Q2 		– Sell
-1,624
Closed -$277K – 109
2024
Q1 		$277K Sell
1,624
-79
-5% -$11.3K 0.26% 84
2023
Q4 		$221K Buy
+1,703
New +$217K 0.22% 88

Other funds holding VLO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Mosley Wealth Management reduced its Valero Energy (VLO) stake by 4.7% in Q3 2026, selling an estimated $4.72K and leaving 286 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #194.

Mosley Wealth Management first reported a position in VLO in Q4 2023 and has held it in 7 quarters since. The position peaked at $307K in Q1 2026. 1,706 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Mosley Wealth Management held 286 shares of Valero Energy worth $127K as of Q3 2026.
  • Mosley Wealth Management sold 14 Valero Energy shares in Q3 2026, an estimated $4.72K.
  • Valero Energy made up 0.04% of Mosley Wealth Management's portfolio in Q3 2026, its #194 holding.
  • Mosley Wealth Management first reported a position in Valero Energy in Q4 2023 and has held it in 7 quarters since.
  • Mosley Wealth Management's Valero Energy position peaked at $307K in Q1 2026.
  • 1,706 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.