Portside Wealth Group’s Valero Energy VLO Stock Holding History

Portside Wealth 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	$1.73M	Buy	4,451 +446	+11%	+$151K	0.19%	109
2026 Q2	$1.04M	Buy	4,005 +853	+27%	+$210K	0.12%	186
2026 Q1	$779K	Buy	3,152 +1,458	+86%	+$301K	0.11%	193
2025 Q4	$276K	Buy	1,694 +7	+0.4%	+$1.19K	0.04%	390
2025 Q3	$287K	Buy	1,687 +104	+7%	+$15.5K	0.04%	384
2025 Q2	$213K	Sell	1,583 -647	-29%	-$80.6K	0.03%	430
2025 Q1	$295K	Buy	2,230 +84	+4%	+$11.1K	0.05%	338
2024 Q4	$263K	Buy	+2,146	New	+$287K	0.04%	351

Other funds holding VLO

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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 Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Portside Wealth Group's VLO Position: Q3 2026 in Review

Portside Wealth Group increased its Valero Energy (VLO) stake by 11% in Q3 2026, buying an estimated $151K and bringing the position to 4,451 shares worth $1.73M. The position accounts for 0.19% of the portfolio, ranked #109.

Portside Wealth Group first reported a position in VLO in Q4 2024 and has held it in 8 quarters since. 644 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Portside Wealth Group held 4,451 shares of Valero Energy worth $1.73M as of Q3 2026.
Portside Wealth Group bought 446 Valero Energy shares in Q3 2026, an estimated $151K.
Valero Energy made up 0.19% of Portside Wealth Group's portfolio in Q3 2026, its #109 holding.
Portside Wealth Group first reported a position in Valero Energy in Q4 2024 and has held it in 8 quarters since.
644 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.