Opal Wealth Advisors
VLO icon

Opal Wealth Advisors’s Valero Energy VLO Stock Holding History

Opal Wealth Advisors’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 		$443K Sell
1,144
-345
-23% -$116K 0.09% 115
2026
Q2 		$388K Sell
1,489
-100
-6% -$24.6K 0.08% 136
2026
Q1 		$392K Sell
1,589
-342
-18% -$70.5K 0.09% 121
2025
Q4 		$314K Sell
1,931
-26
-1% -$4.4K 0.08% 154
2025
Q3 		$333K Buy
1,957
+27
+1% +$4.03K 0.09% 132
2025
Q2 		$259K Sell
1,930
-1
-0.1% -$125 0.07% 160
2025
Q1 		$255K Buy
+1,931
New +$256K 0.08% 144
2024
Q4 		– Sell
-1,834
Closed -$248K – 205
2024
Q3 		$248K Buy
1,834
+82
+5% +$11.9K 0.08% 156
2024
Q2 		$275K Buy
1,752
+414
+31% +$66.8K 0.09% 130
2024
Q1 		$228K Buy
+1,338
New +$192K 0.08% 156
2023
Q1 		– Sell
-3,496
Closed -$444K – 140
2022
Q4 		$444K Sell
3,496
-8
-0.2% -$1K 0.24% 58
2022
Q3 		$374K Hold
3,504
– – 0.27% 53
2022
Q2 		$372K Buy
3,504
+8
+0.2% +$947 0.25% 54
2022
Q1 		$355K Buy
3,496
+9
+0.3% +$781 0.31% 53
2021
Q4 		$262K Sell
3,487
-15,439
-82% -$1.15M 0.17% 92
2021
Q3 		$1.34M Buy
18,926
+14,851
+364% +$988K 1.28% 12
2021
Q2 		$318K Buy
4,075
+725
+22% +$56.1K 0.3% 48
2021
Q1 		$240K Buy
+3,350
New +$228K 0.26% 62

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Opal Wealth Advisors's VLO Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Valero Energy (VLO) stake by 23% in Q3 2026, selling an estimated $116K and leaving 1,144 shares worth $443K. The position accounts for 0.09% of the portfolio, ranked #115.

Opal Wealth Advisors first reported a position in VLO in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.34M in Q3 2021. 593 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Opal Wealth Advisors held 1,144 shares of Valero Energy worth $443K as of Q3 2026.
  • Opal Wealth Advisors sold 345 Valero Energy shares in Q3 2026, an estimated $116K.
  • Valero Energy made up 0.09% of Opal Wealth Advisors's portfolio in Q3 2026, its #115 holding.
  • Opal Wealth Advisors first reported a position in Valero Energy in Q1 2021 and has held it in 18 quarters since.
  • Opal Wealth Advisors's Valero Energy position peaked at $1.34M in Q3 2021.
  • 593 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

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