Quotient Wealth Partners
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Quotient Wealth Partners’s Valero Energy VLO Stock Holding History

Quotient Wealth 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 		$700K Buy
1,806
+65
+4% +$21.9K 0.02% 172
2026
Q2 		$453K Sell
1,741
-33
-2% -$8.12K 0.01% 227
2026
Q1 		$438K Sell
1,774
-58
-3% -$12K 0.01% 219
2025
Q4 		$298K Buy
1,832
+94
+5% +$15.9K 0.01% 277
2025
Q3 		$296K Buy
+1,738
New +$259K 0.01% 277
2025
Q2 		– Sell
-1,524
Closed -$201K – 355
2025
Q1 		$201K Buy
+1,524
New +$202K 0.01% 325
2024
Q3 		– Sell
-1,301
Closed -$204K – 327
2024
Q2 		$204K Buy
1,301
+127
+11% +$20.5K 0.01% 302
2024
Q1 		$200K Buy
+1,174
New +$168K 0.01% 292

Other funds holding VLO

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Quotient Wealth Partners's VLO Position: Q3 2026 in Review

Quotient Wealth Partners increased its Valero Energy (VLO) stake by 3.7% in Q3 2026, buying an estimated $21.9K and bringing the position to 1,806 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #172.

Quotient Wealth Partners first reported a position in VLO in Q1 2024 and has held it in 8 quarters since. 1,932 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Quotient Wealth Partners held 1,806 shares of Valero Energy worth $700K as of Q3 2026.
  • Quotient Wealth Partners bought 65 Valero Energy shares in Q3 2026, an estimated $21.9K.
  • Valero Energy made up 0.02% of Quotient Wealth Partners's portfolio in Q3 2026, its #172 holding.
  • Quotient Wealth Partners first reported a position in Valero Energy in Q1 2024 and has held it in 8 quarters since.
  • 1,932 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Quotient Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.