Proactive Wealth Strategies
VLO icon

Proactive Wealth Strategies’s Valero Energy VLO Stock Holding History

Proactive Wealth Strategies’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 		$356K Buy
918
+34
+4% +$11.5K 0.05% 172
2026
Q2 		$230K Buy
+884
New +$218K 0.04% 206

Other funds holding VLO

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Proactive Wealth Strategies's VLO Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Valero Energy (VLO) stake by 3.8% in Q3 2026, buying an estimated $11.5K and bringing the position to 918 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #172.

Proactive Wealth Strategies first reported a position in VLO in Q2 2026 and has held it in 2 quarters since. 1,490 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Proactive Wealth Strategies held 918 shares of Valero Energy worth $356K as of Q3 2026.
  • Proactive Wealth Strategies bought 34 Valero Energy shares in Q3 2026, an estimated $11.5K.
  • Valero Energy made up 0.05% of Proactive Wealth Strategies's portfolio in Q3 2026, its #172 holding.
  • Proactive Wealth Strategies first reported a position in Valero Energy in Q2 2026 and has held it in 2 quarters since.
  • 1,490 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.