Teamwork Financial Advisors
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Teamwork Financial Advisors’s Valero Energy VLO Stock Holding History

Teamwork Financial Advisors’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 		$2.31M Sell
5,962
-12,483
-68% -$4.21M 0.25% 67
2026
Q2 		$4.8M Sell
18,445
-4,705
-20% -$1.16M 0.44% 62
2026
Q1 		$5.72M Buy
23,150
+104
+0.5% +$21.4K 0.6% 58
2025
Q4 		$3.75M Sell
23,046
-90
-0.4% -$15.2K 0.38% 59
2025
Q3 		$3.94M Sell
23,136
-42
-0.2% -$6.26K 0.41% 54
2025
Q2 		$3.12M Buy
23,178
+154
+0.7% +$19.2K 0.36% 49
2025
Q1 		$3.04M Sell
23,024
-5
-0% -$663 0.4% 46
2024
Q4 		$2.82M Buy
23,029
+42
+0.2% +$5.62K 0.37% 49
2024
Q3 		$3.1M Buy
+22,987
New +$3.34M 0.43% 43
2024
Q2 		– Sell
-1,498
Closed -$256K – 190
2024
Q1 		$256K Sell
1,498
-8,601
-85% -$1.23M 0.04% 158
2023
Q4 		$1.31M Sell
10,099
-36,123
-78% -$4.6M 0.23% 54
2023
Q3 		$6.55M Buy
46,222
+1,299
+3% +$170K 1.07% 22
2023
Q2 		$5.27M Buy
44,923
+8,509
+23% +$989K 0.86% 29
2023
Q1 		$5.08M Buy
+36,414
New +$4.89M 0.94% 27
2022
Q2 		– Sell
-2,172
Closed -$221K – 260
2022
Q1 		$221K Sell
2,172
-1,396
-39% -$121K 0.04% 230
2021
Q4 		$268K Sell
3,568
-1,688
-32% -$126K 0.05% 249
2021
Q3 		$371K Buy
5,256
+1,966
+60% +$131K 0.07% 193
2021
Q2 		$257K Buy
+3,290
New +$255K 0.05% 215
2021
Q1 		– Sell
-3,546
Closed -$201K – 252
2020
Q4 		$201K Sell
3,546
-1,857
-34% -$91.1K 0.05% 193
2020
Q3 		$234K Sell
5,403
-1,082
-17% -$56.7K 0.07% 161
2020
Q2 		$381K Sell
6,485
-1,288
-17% -$76.9K 0.14% 130
2020
Q1 		$353K Buy
7,773
+534
+7% +$38.8K 0.22% 82
2019
Q4 		$678K Buy
+7,239
New +$684K 0.41% 56

Other funds holding VLO

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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Teamwork Financial Advisors's VLO Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its Valero Energy (VLO) stake by 68% in Q3 2026, selling an estimated $4.21M and leaving 5,962 shares worth $2.31M. The position accounts for 0.25% of the portfolio, ranked #67.

Teamwork Financial Advisors first reported a position in VLO in Q4 2019 and has held it in 23 quarters since. The position peaked at $6.55M in Q3 2023. 825 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Teamwork Financial Advisors held 5,962 shares of Valero Energy worth $2.31M as of Q3 2026.
  • Teamwork Financial Advisors sold 12,483 Valero Energy shares in Q3 2026, an estimated $4.21M.
  • Valero Energy made up 0.25% of Teamwork Financial Advisors's portfolio in Q3 2026, its #67 holding.
  • Teamwork Financial Advisors first reported a position in Valero Energy in Q4 2019 and has held it in 23 quarters since.
  • Teamwork Financial Advisors's Valero Energy position peaked at $6.55M in Q3 2023.
  • 825 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.