RVW Wealth
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RVW Wealth’s Valero Energy VLO Stock Holding History

RVW 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 		$392K Buy
1,012
+150
+17% +$50.6K 0.03% 132
2026
Q2 		$224K Hold
862
– – 0.01% 171
2026
Q1 		$213K Buy
+862
New +$178K 0.02% 170
2023
Q4 		– Sell
-441
Closed -$62.5K – 356
2023
Q3 		$62.5K Buy
+441
New +$57.8K 0.01% 209

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
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
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

RVW Wealth's VLO Position: Q3 2026 in Review

RVW Wealth increased its Valero Energy (VLO) stake by 17% in Q3 2026, buying an estimated $50.6K and bringing the position to 1,012 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #132.

RVW Wealth first reported a position in VLO in Q3 2023 and has held it in 4 quarters since. 525 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • RVW Wealth held 1,012 shares of Valero Energy worth $392K as of Q3 2026.
  • RVW Wealth bought 150 Valero Energy shares in Q3 2026, an estimated $50.6K.
  • Valero Energy made up 0.03% of RVW Wealth's portfolio in Q3 2026, its #132 holding.
  • RVW Wealth first reported a position in Valero Energy in Q3 2023 and has held it in 4 quarters since.
  • 525 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.