SYM Financial Corp
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SYM Financial Corp’s Valero Energy VLO Stock Holding History

SYM Financial Corp’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 		$1.08M Buy
2,788
+123
+5% +$41.5K 0.08% 69
2026
Q2 		$694K Buy
2,665
+258
+11% +$63.5K 0.06% 99
2026
Q1 		$595K Buy
2,407
+98
+4% +$20.2K 0.06% 110
2025
Q4 		$376K Buy
2,309
+19
+0.8% +$3.22K 0.04% 180
2025
Q3 		$390K Sell
2,290
-45
-2% -$6.71K 0.04% 152
2025
Q2 		$314K Buy
2,335
+711
+44% +$88.6K 0.04% 199
2025
Q1 		$214K Buy
+1,624
New +$215K 0.03% 247
2024
Q4 		– Sell
-1,630
Closed -$220K – 359
2024
Q3 		$220K Sell
1,630
-1,222
-43% -$177K 0.03% 160
2024
Q2 		$447K Buy
+2,852
New +$460K 0.07% 60

Other funds holding VLO

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

SYM Financial Corp's VLO Position: Q3 2026 in Review

SYM Financial Corp increased its Valero Energy (VLO) stake by 4.6% in Q3 2026, buying an estimated $41.5K and bringing the position to 2,788 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #69.

SYM Financial Corp first reported a position in VLO in Q2 2024 and has held it in 9 quarters since. 1,291 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • SYM Financial Corp held 2,788 shares of Valero Energy worth $1.08M as of Q3 2026.
  • SYM Financial Corp bought 123 Valero Energy shares in Q3 2026, an estimated $41.5K.
  • Valero Energy made up 0.08% of SYM Financial Corp's portfolio in Q3 2026, its #69 holding.
  • SYM Financial Corp first reported a position in Valero Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.