Paladin Advisory Group’s Valero Energy VLO Stock Holding History

Paladin Advisory Group’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	$310K	Hold	800	–	–	0.21%	63
2026 Q2	$208K	Hold	800	–	–	0.14%	87
2026 Q1	$198K	Hold	800	–	–	0.15%	83
2025 Q4	$130K	Hold	800	–	–	0.1%	106
2025 Q3	$136K	Hold	800	–	–	0.11%	97
2025 Q2	$108K	Hold	800	–	–	0.08%	107
2025 Q1	$106K	Hold	800	–	–	0.08%	105
2024 Q4	$98.1K	Hold	800	–	–	0.08%	118
2024 Q3	$108K	Hold	800	–	–	0.08%	110
2024 Q2	$126K	Hold	800	–	–	0.1%	102
2024 Q1	$138K	Hold	800	–	–	0.11%	102
2023 Q4	$104K	Hold	800	–	–	0.09%	110
2023 Q3	$113K	Hold	800	–	–	0.1%	113
2023 Q2	$93.8K	Hold	800	–	–	0.08%	125
2023 Q1	$112K	Buy	+800	New	+$107K	0.09%	121
2022 Q2	–	Sell	-800	Closed	-$94.7K	–	515
2022 Q1	$81K	Buy	+800	New	+$69.4K	0.07%	137

Other funds holding VLO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Paladin Advisory Group's VLO Position: Q3 2026 in Review

Paladin Advisory Group held its Valero Energy (VLO) position steady in Q3 2026 at 800 shares worth $310K. The position accounts for 0.21% of the portfolio, ranked #63.

Paladin Advisory Group first reported a position in VLO in Q1 2022 and has held it in 16 quarters since. 1,411 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Paladin Advisory Group held 800 shares of Valero Energy worth $310K as of Q3 2026.
Paladin Advisory Group left its Valero Energy share count unchanged in Q3 2026.
Valero Energy made up 0.21% of Paladin Advisory Group's portfolio in Q3 2026, its #63 holding.
Paladin Advisory Group first reported a position in Valero Energy in Q1 2022 and has held it in 16 quarters since.
1,411 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.