PUREfi Wealth
VLO icon

PUREfi Wealth’s Valero Energy VLO Stock Holding History

PUREfi Wealth’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 		$515K Buy
1,329
+5
+0.4% +$1.69K 0.24% 99
2026
Q2 		$345K Buy
1,324
+42
+3% +$10.3K 0.19% 140
2026
Q1 		$317K Sell
1,282
-22
-2% -$4.54K 0.21% 129
2025
Q4 		$212K Buy
1,304
+31
+2% +$5.25K 0.16% 156
2025
Q3 		$217K Sell
1,273
-217
-15% -$32.4K 0.17% 158
2025
Q2 		$200K Buy
+1,490
New +$186K 0.16% 155

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

PUREfi Wealth's VLO Position: Q3 2026 in Review

PUREfi Wealth increased its Valero Energy (VLO) stake by 0.38% in Q3 2026, buying an estimated $1.69K and bringing the position to 1,329 shares worth $515K. The position accounts for 0.24% of the portfolio, ranked #99.

PUREfi Wealth first reported a position in VLO in Q2 2025 and has held it in 6 quarters since. 593 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • PUREfi Wealth held 1,329 shares of Valero Energy worth $515K as of Q3 2026.
  • PUREfi Wealth bought 5 Valero Energy shares in Q3 2026, an estimated $1.69K.
  • Valero Energy made up 0.24% of PUREfi Wealth's portfolio in Q3 2026, its #99 holding.
  • PUREfi Wealth first reported a position in Valero Energy in Q2 2025 and has held it in 6 quarters since.
  • 593 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.