Stonebridge Financial Group
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Stonebridge Financial Group’s Valero Energy VLO Stock Holding History

Stonebridge 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 		– Sell
-3,104
Closed -$808K – 322
2026
Q2 		$808K Buy
+3,104
New +$764K 0.11% 127

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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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Stonebridge Financial Group sold out of Valero Energy (VLO) in Q3 2026, closing a stake of 3,104 shares — an estimated $808K sold.

Stonebridge Financial Group first reported a position in VLO in Q2 2026 and held it in 1 quarter. The position peaked at $808K in Q2 2026. 1,932 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Stonebridge Financial Group reported no remaining Valero Energy position as of Q3 2026 after selling out during the quarter.
  • Stonebridge Financial Group sold 3,104 Valero Energy shares in Q3 2026, an estimated $808K.
  • Stonebridge Financial Group first reported a position in Valero Energy in Q2 2026 and held it in 1 quarter.
  • Stonebridge Financial Group's Valero Energy position peaked at $808K in Q2 2026.
  • 1,932 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.