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Three Bearings Fiduciary Advisors’s Valero Energy VLO Stock Holding History

Three Bearings Fiduciary 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
Q2 		$1.3K Hold
5
– – ﹤0.01% 248
2026
Q1 		$1.24K Hold
5
– – ﹤0.01% 255
2025
Q4 		$908 Buy
+5
New +$847 ﹤0.01% 309

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Three Bearings Fiduciary Advisors's VLO Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Valero Energy (VLO) position steady in Q2 2026 at 5 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Three Bearings Fiduciary Advisors first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 1,212 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 5 shares of Valero Energy worth $1.3K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #248 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,212 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.