Patrick M. Sweeney & Associates’s Valero Energy VLO Stock Holding History

Patrick M. Sweeney & Associates’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	$1.76M	Sell	4,528 -80	-2%	-$27K	0.99%	20
2026 Q2	$1.2M	Hold	4,608	–	–	0.69%	36
2026 Q1	$1.14M	Sell	4,608 -55	-1%	-$11.3K	0.73%	34
2025 Q4	$759K	Sell	4,663 -24	-0.5%	-$4.07K	0.47%	54
2025 Q3	$798K	Buy	4,687 +50	+1%	+$7.46K	0.52%	50
2025 Q2	$670K	Sell	4,637 -50	-1%	-$6.23K	0.46%	53
2025 Q1	$619K	Hold	4,687	–	–	0.46%	56
2024 Q4	$575K	Buy	4,687 +90	+2%	+$12K	0.43%	61
2024 Q3	$621K	Hold	4,597	–	–	0.46%	58
2024 Q2	$721K	Hold	4,597	–	–	0.58%	42
2024 Q1	$785K	Buy	4,597 +165	+4%	+$23.6K	0.65%	38
2023 Q4	$576K	Buy	+4,432	New	+$564K	0.53%	45

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Patrick M. Sweeney & Associates's VLO Position: Q3 2026 in Review

Patrick M. Sweeney & Associates reduced its Valero Energy (VLO) stake by 1.7% in Q3 2026, selling an estimated $27K and leaving 4,528 shares worth $1.76M. The position accounts for 0.99% of the portfolio, ranked #20.

Patrick M. Sweeney & Associates first reported a position in VLO in Q4 2023 and has held it in 12 quarters since. 1,490 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Patrick M. Sweeney & Associates held 4,528 shares of Valero Energy worth $1.76M as of Q3 2026.
Patrick M. Sweeney & Associates sold 80 Valero Energy shares in Q3 2026, an estimated $27K.
Valero Energy made up 0.99% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #20 holding.
Patrick M. Sweeney & Associates first reported a position in Valero Energy in Q4 2023 and has held it in 12 quarters since.
1,490 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.