Root Financial Partners
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Root Financial Partners’s Valero Energy VLO Stock Holding History

Root 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 		$894K Buy
2,308
+547
+31% +$185K 0.03% 154
2026
Q2 		$459K Buy
1,761
+436
+33% +$107K 0.02% 208
2026
Q1 		$327K Buy
1,325
+178
+16% +$36.7K 0.02% 235
2025
Q4 		$187K Buy
1,147
+58
+5% +$9.8K 0.01% 314
2025
Q3 		$185K Buy
+1,089
New +$162K 0.01% 297

Other funds holding VLO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 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

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

Root Financial Partners increased its Valero Energy (VLO) stake by 31% in Q3 2026, buying an estimated $185K and bringing the position to 2,308 shares worth $894K. The position accounts for 0.03% of the portfolio, ranked #154.

Root Financial Partners first reported a position in VLO in Q3 2025 and has held it in 5 quarters since. 906 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Root Financial Partners held 2,308 shares of Valero Energy worth $894K as of Q3 2026.
  • Root Financial Partners bought 547 Valero Energy shares in Q3 2026, an estimated $185K.
  • Valero Energy made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #154 holding.
  • Root Financial Partners first reported a position in Valero Energy in Q3 2025 and has held it in 5 quarters since.
  • 906 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.