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Retirement Wealth Solutions’s Valero Energy VLO Stock Holding History

Retirement Wealth Solutions’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 		$12.4K Buy
32
+5
+19% +$1.69K 0.01% 239
2026
Q2 		$7.03K Buy
27
+2
+8% +$492 ﹤0.01% 283
2026
Q1 		$6.18K Buy
25
+18
+257% +$3.71K ﹤0.01% 282
2025
Q4 		$1.14K Buy
7
+1
+17% +$169 ﹤0.01% 553
2025
Q3 		$1.02K Buy
+6
New +$895 ﹤0.01% 557

Other funds holding VLO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Retirement Wealth Solutions's VLO Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Valero Energy (VLO) stake by 19% in Q3 2026, buying an estimated $1.69K and bringing the position to 32 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #239.

Retirement Wealth Solutions first reported a position in VLO in Q3 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Retirement Wealth Solutions held 32 shares of Valero Energy worth $12.4K as of Q3 2026.
  • Retirement Wealth Solutions bought 5 Valero Energy shares in Q3 2026, an estimated $1.69K.
  • Valero Energy made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #239 holding.
  • Retirement Wealth Solutions first reported a position in Valero Energy in Q3 2025 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.