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Sapient Capital’s Valero Energy VLO Stock Holding History

Sapient Capital’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 		$14.2M Sell
36,511
-2,104
-5% -$710K 0.19% 64
2026
Q2 		$10.1M Buy
38,615
+4,254
+12% +$1.05M 0.13% 83
2026
Q1 		$8.49M Buy
34,361
+30,192
+724% +$6.22M 0.13% 93
2025
Q4 		$687K Buy
4,169
+118
+3% +$20K 0.01% 233
2025
Q3 		$697K Sell
4,051
-84
-2% -$12.5K 0.01% 229
2025
Q2 		$556K Sell
4,135
-5,025
-55% -$626K 0.01% 242
2025
Q1 		$1.21M Buy
9,160
+25
+0.3% +$3.32K 0.02% 175
2024
Q4 		$1.12M Sell
9,135
-2,179
-19% -$292K 0.02% 174
2024
Q3 		$1.53M Buy
11,314
+94
+0.8% +$13.6K 0.03% 158
2024
Q2 		$1.76M Buy
11,220
+2
+0% +$323 0.04% 140
2024
Q1 		$1.91M Sell
11,218
-609
-5% -$87.3K 0.04% 137
2023
Q4 		$1.54M Buy
+11,827
New +$1.5M 0.04% 144

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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sapient Capital's VLO Position: Q3 2026 in Review

Sapient Capital reduced its Valero Energy (VLO) stake by 5.4% in Q3 2026, selling an estimated $710K and leaving 36,511 shares worth $14.2M. The position accounts for 0.19% of the portfolio, ranked #64.

Sapient Capital first reported a position in VLO in Q4 2023 and has held it in 12 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Sapient Capital held 36,511 shares of Valero Energy worth $14.2M as of Q3 2026.
  • Sapient Capital sold 2,104 Valero Energy shares in Q3 2026, an estimated $710K.
  • Valero Energy made up 0.19% of Sapient Capital's portfolio in Q3 2026, its #64 holding.
  • Sapient Capital first reported a position in Valero Energy in Q4 2023 and has held it in 12 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.