Quantum Financial Partners
VLO icon

Quantum Financial Partners’s Valero Energy VLO Stock Holding History

Quantum 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 		$1.42M Buy
3,665
+1,063
+41% +$359K 0.73% 36
2026
Q2 		$678K Buy
+2,602
New +$641K 0.35% 62

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
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 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

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

Quantum Financial Partners increased its Valero Energy (VLO) stake by 41% in Q3 2026, buying an estimated $359K and bringing the position to 3,665 shares worth $1.42M. The position accounts for 0.73% of the portfolio, ranked #36.

Quantum Financial Partners first reported a position in VLO in Q2 2026 and has held it in 2 quarters since. 594 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Quantum Financial Partners held 3,665 shares of Valero Energy worth $1.42M as of Q3 2026.
  • Quantum Financial Partners bought 1,063 Valero Energy shares in Q3 2026, an estimated $359K.
  • Valero Energy made up 0.73% of Quantum Financial Partners's portfolio in Q3 2026, its #36 holding.
  • Quantum Financial Partners first reported a position in Valero Energy in Q2 2026 and has held it in 2 quarters since.
  • 594 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.