Peterson Wealth Services
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Peterson Wealth Services’s Valero Energy VLO Stock Holding History

Peterson Wealth Services’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 		$610K Buy
1,573
+174
+12% +$58.7K 0.13% 94
2026
Q2 		$364K Sell
1,399
-16
-1% -$3.94K 0.08% 107
2026
Q1 		$350K Buy
1,415
+218
+18% +$44.9K 0.09% 104
2025
Q4 		$195K Sell
1,197
-1,496
-56% -$253K 0.05% 117
2025
Q3 		$204K Buy
2,693
+1,558
+137% +$232K 0.05% 121
2025
Q2 		$153K Sell
1,135
-443
-28% -$55.2K 0.04% 129
2025
Q1 		$208K Sell
1,578
-1
-0.1% -$133 0.06% 118
2024
Q4 		$194K Buy
1,579
+21
+1% +$2.81K 0.06% 118
2024
Q3 		$210K Buy
+1,558
New +$226K 0.07% 119

Other funds holding VLO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Peterson Wealth Services's VLO Position: Q3 2026 in Review

Peterson Wealth Services increased its Valero Energy (VLO) stake by 12% in Q3 2026, buying an estimated $58.7K and bringing the position to 1,573 shares worth $610K. The position accounts for 0.13% of the portfolio, ranked #94.

Peterson Wealth Services first reported a position in VLO in Q3 2024 and has held it in 9 quarters since. 1,732 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Peterson Wealth Services held 1,573 shares of Valero Energy worth $610K as of Q3 2026.
  • Peterson Wealth Services bought 174 Valero Energy shares in Q3 2026, an estimated $58.7K.
  • Valero Energy made up 0.13% of Peterson Wealth Services's portfolio in Q3 2026, its #94 holding.
  • Peterson Wealth Services first reported a position in Valero Energy in Q3 2024 and has held it in 9 quarters since.
  • 1,732 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.