Third View Private Wealth
VLO icon

Third View Private Wealth’s Valero Energy VLO Stock Holding History

Third View Private Wealth’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 		$473K Sell
1,222
-31
-2% -$10.5K 0.06% 183
2026
Q2 		$326K Buy
1,253
+287
+30% +$70.7K 0.04% 239
2026
Q1 		$239K Buy
+966
New +$199K 0.03% 249

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

Third View Private Wealth's VLO Position: Q3 2026 in Review

Third View Private Wealth reduced its Valero Energy (VLO) stake by 2.5% in Q3 2026, selling an estimated $10.5K and leaving 1,222 shares worth $473K. The position accounts for 0.06% of the portfolio, ranked #183.

Third View Private Wealth first reported a position in VLO in Q1 2026 and has held it in 3 quarters since. 1,291 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Third View Private Wealth held 1,222 shares of Valero Energy worth $473K as of Q3 2026.
  • Third View Private Wealth sold 31 Valero Energy shares in Q3 2026, an estimated $10.5K.
  • Valero Energy made up 0.06% of Third View Private Wealth's portfolio in Q3 2026, its #183 holding.
  • Third View Private Wealth first reported a position in Valero Energy in Q1 2026 and has held it in 3 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.