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Summit Wealth Group, LLC/OK’s Valero Energy VLO Stock Holding History

Summit Wealth Group, LLC/OK’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 		$446K Hold
1,150
– – 0.76% 32
2026
Q2 		$300K Hold
1,150
– – 0.39% 45
2026
Q1 		$284K Buy
+1,150
New +$237K 0.4% 44

Other funds holding VLO

Geode Capital Management
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Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Summit Wealth Group, LLC/OK's VLO Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK held its Valero Energy (VLO) position steady in Q3 2026 at 1,150 shares worth $446K. The position accounts for 0.76% of the portfolio, ranked #32.

Summit Wealth Group, LLC/OK first reported a position in VLO in Q1 2026 and has held it in 3 quarters since. 1,396 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 1,150 shares of Valero Energy worth $446K as of Q3 2026.
  • Summit Wealth Group, LLC/OK left its Valero Energy share count unchanged in Q3 2026.
  • Valero Energy made up 0.76% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #32 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Valero Energy in Q1 2026 and has held it in 3 quarters since.
  • 1,396 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.