SP
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Successful Portfolios’s Valero Energy VLO Stock Holding History

Successful Portfolios’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 		$315K Sell
752
-133
-15% -$44.9K 0.15% 132
2026
Q2 		$249K Sell
885
-23
-3% -$5.66K 0.12% 163
2026
Q1 		$225K Buy
+908
New +$187K 0.12% 163
2023
Q2 		– Sell
-1,448
Closed -$202K – 192
2023
Q1 		$202K Buy
+1,448
New +$195K 0.13% 178

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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 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

Successful Portfolios's VLO Position: Q3 2026 in Review

Successful Portfolios reduced its Valero Energy (VLO) stake by 15% in Q3 2026, selling an estimated $44.9K and leaving 752 shares worth $315K. The position accounts for 0.15% of the portfolio, ranked #132.

Successful Portfolios first reported a position in VLO in Q1 2023 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Successful Portfolios held 752 shares of Valero Energy worth $315K as of Q3 2026.
  • Successful Portfolios sold 133 Valero Energy shares in Q3 2026, an estimated $44.9K.
  • Valero Energy made up 0.15% of Successful Portfolios's portfolio in Q3 2026, its #132 holding.
  • Successful Portfolios first reported a position in Valero Energy in Q1 2023 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.