Polaris Financial Partners’s Valero Energy VLO Stock Holding History

Polaris Financial Partners’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	$12K	Buy	+31	New	+$10.5K	0.01%	274

Other funds holding VLO

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Polaris Financial Partners's VLO Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Valero Energy (VLO) in Q3 2026: 31 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings.

15 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Polaris Financial Partners held 31 shares of Valero Energy worth $12K as of Q3 2026.
Valero Energy was a new Polaris Financial Partners position in Q3 2026.
Valero Energy made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #274 holding.
15 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.