Stiles Financial Services
VLO icon

Stiles Financial Services’s Valero Energy VLO Stock Holding History

Stiles Financial Services’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 		$6.98M Sell
18,003
-896
-5% -$302K 1.78% 13
2026
Q2 		$4.92M Sell
18,899
-361
-2% -$88.9K 1.24% 20
2026
Q1 		$4.76M Buy
19,260
+47
+0.2% +$9.7K 1.45% 12
2025
Q4 		$3.13M Buy
19,213
+630
+3% +$107K 0.96% 27
2025
Q3 		$3.16M Buy
18,583
+827
+5% +$123K 1% 26
2025
Q2 		$2.39M Buy
17,756
+1,446
+9% +$180K 0.82% 41
2025
Q1 		$2.15M Buy
16,310
+790
+5% +$105K 0.83% 40
2024
Q4 		$1.9M Buy
15,520
+2,664
+21% +$356K 0.69% 48
2024
Q3 		$1.74M Buy
12,856
+972
+8% +$141K 0.61% 54
2024
Q2 		$1.86M Buy
11,884
+3,104
+35% +$501K 0.72% 47
2024
Q1 		$1.5M Buy
8,780
+1,165
+15% +$167K 0.6% 56
2023
Q4 		$991K Buy
7,615
+2,529
+50% +$322K 0.45% 71
2023
Q3 		$721K Buy
5,086
+2,632
+107% +$345K 0.37% 80
2023
Q2 		$288K Buy
+2,454
New +$285K 0.14% 148

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

Stiles Financial Services's VLO Position: Q3 2026 in Review

Stiles Financial Services reduced its Valero Energy (VLO) stake by 4.7% in Q3 2026, selling an estimated $302K and leaving 18,003 shares worth $6.98M. The position accounts for 1.78% of the portfolio, ranked #13.

Stiles Financial Services first reported a position in VLO in Q2 2023 and has held it in 14 quarters since. 915 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Stiles Financial Services held 18,003 shares of Valero Energy worth $6.98M as of Q3 2026.
  • Stiles Financial Services sold 896 Valero Energy shares in Q3 2026, an estimated $302K.
  • Valero Energy made up 1.78% of Stiles Financial Services's portfolio in Q3 2026, its #13 holding.
  • Stiles Financial Services first reported a position in Valero Energy in Q2 2023 and has held it in 14 quarters since.
  • 915 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

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