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Sather Financial Group’s Valero Energy VLO Stock Holding History

Sather Financial Group’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 		$2.23M Hold
5,755
– – 0.13% 32
2026
Q2 		$1.5M Buy
5,755
+261
+5% +$64.3K 0.09% 43
2026
Q1 		$1.36M Hold
5,494
– – 0.08% 38
2025
Q4 		$894K Sell
5,494
-17
-0.3% -$2.88K 0.05% 46
2025
Q3 		$938K Buy
5,511
+117
+2% +$17.4K 0.05% 46
2025
Q2 		$725K Buy
5,394
+2,200
+69% +$274K 0.04% 55
2025
Q1 		$422K Hold
3,194
– – 0.03% 58
2024
Q4 		$392K Hold
3,194
– – 0.02% 61
2024
Q3 		$431K Buy
+3,194
New +$464K 0.03% 60

Other funds holding VLO

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Sather Financial Group's VLO Position: Q3 2026 in Review

Sather Financial Group held its Valero Energy (VLO) position steady in Q3 2026 at 5,755 shares worth $2.23M. The position accounts for 0.13% of the portfolio, ranked #32.

Sather Financial Group first reported a position in VLO in Q3 2024 and has held it in 9 quarters since. 1,490 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Sather Financial Group held 5,755 shares of Valero Energy worth $2.23M as of Q3 2026.
  • Sather Financial Group left its Valero Energy share count unchanged in Q3 2026.
  • Valero Energy made up 0.13% of Sather Financial Group's portfolio in Q3 2026, its #32 holding.
  • Sather Financial Group first reported a position in Valero Energy in Q3 2024 and has held it in 9 quarters since.
  • 1,490 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Sather Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.