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Noble Wealth Management PBC’s Valero Energy VLO Stock Holding History

Noble Wealth Management PBC’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 		$4.65K Sell
12
-1
-8% -$338 ﹤0.01% 528
2026
Q2 		$3.39K Buy
13
+4
+44% +$985 ﹤0.01% 545
2026
Q1 		$2.22K Hold
9
– – ﹤0.01% 549
2025
Q4 		$1.47K Hold
9
– – ﹤0.01% 570
2025
Q3 		$1.53K Buy
+9
New +$1.34K ﹤0.01% 517
2025
Q1 		$1.19K Hold
9
– – ﹤0.01% 487
2024
Q4 		$1.1K Buy
+9
New +$1.2K ﹤0.01% 447

Other funds holding VLO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
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

Noble Wealth Management PBC's VLO Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Valero Energy (VLO) stake by 7.7% in Q3 2026, selling an estimated $338 and leaving 12 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Noble Wealth Management PBC first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Noble Wealth Management PBC held 12 shares of Valero Energy worth $4.65K as of Q3 2026.
  • Noble Wealth Management PBC sold 1 Valero Energy share in Q3 2026, an estimated $338.
  • Valero Energy made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #528 holding.
  • Noble Wealth Management PBC first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.