Perigon Wealth Management
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Perigon Wealth Management’s Valero Energy VLO Stock Holding History

Perigon Wealth Management’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 		$1.68M Buy
4,342
+114
+3% +$38.5K 0.03% 444
2026
Q2 		$1.1M Sell
4,228
-473
-10% -$116K 0.02% 558
2026
Q1 		$1.16M Sell
4,701
-495
-10% -$102K 0.02% 489
2025
Q4 		$846K Buy
5,196
+136
+3% +$23K 0.02% 598
2025
Q3 		$862K Buy
5,060
+192
+4% +$28.6K 0.02% 564
2025
Q2 		$654K Sell
4,868
-4
-0.1% -$498 0.02% 600
2025
Q1 		$643K Sell
4,872
-7
-0.1% -$929 0.02% 569
2024
Q4 		$680K Buy
4,879
+1,920
+65% +$257K 0.02% 553
2024
Q3 		$400K Buy
2,959
+21
+0.7% +$3.05K 0.01% 691
2024
Q2 		$460K Buy
2,938
+123
+4% +$19.8K 0.01% 554
2024
Q1 		$480K Buy
2,815
+102
+4% +$14.6K 0.01% 546
2023
Q4 		$353K Buy
2,713
+470
+21% +$59.8K 0.01% 609
2023
Q3 		$318K Buy
2,243
+410
+22% +$53.7K 0.01% 568
2023
Q2 		$215K Sell
1,833
-4,015
-69% -$467K 0.01% 716
2023
Q1 		$816K Buy
5,848
+1,487
+34% +$200K 0.05% 311
2022
Q4 		$553K Buy
+4,361
New +$547K 0.03% 370
2018
Q2 		– Sell
-306
Closed -$28K – 580
2018
Q1 		$28K Buy
306
+6
+2% +$560 0.01% 385
2017
Q4 		$28K Hold
300
– – 0.01% 365
2017
Q3 		$23K Buy
+300
New +$20.7K 0.01% 438
2017
Q2 		– Sell
-100
Closed -$7K – 627
2017
Q1 		$7K Hold
100
– – ﹤0.01% 557
2016
Q4 		$7K Hold
100
– – ﹤0.01% 614
2016
Q3 		$5K Buy
+100
New +$5.33K ﹤0.01% 567

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
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 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

Perigon Wealth Management's VLO Position: Q3 2026 in Review

Perigon Wealth Management increased its Valero Energy (VLO) stake by 2.7% in Q3 2026, buying an estimated $38.5K and bringing the position to 4,342 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #444.

Perigon Wealth Management first reported a position in VLO in Q3 2016 and has held it in 22 quarters since. 628 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Perigon Wealth Management held 4,342 shares of Valero Energy worth $1.68M as of Q3 2026.
  • Perigon Wealth Management bought 114 Valero Energy shares in Q3 2026, an estimated $38.5K.
  • Valero Energy made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #444 holding.
  • Perigon Wealth Management first reported a position in Valero Energy in Q3 2016 and has held it in 22 quarters since.
  • 628 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.