Toth Financial Advisory’s Valero Energy VLO Stock Holding History

Toth Financial Advisory’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	$25.2K	Buy	65 +3	+5%	+$1.01K	﹤0.01%	475
2026 Q2	$16.1K	Buy	+62	New	+$15.3K	﹤0.01%	526
2025 Q4	–	Sell	-1	Closed	-$171	–	990
2025 Q3	$171	Buy	+1	New	+$149	﹤0.01%	761
2022 Q3	–	Sell	-108	Closed	-$11K	–	805
2022 Q2	$11K	Sell	108 -23	-18%	-$2.72K	﹤0.01%	435
2022 Q1	$13K	Buy	131 +23	+21%	+$2K	﹤0.01%	443
2021 Q4	$8K	Buy	+108	New	+$8.04K	﹤0.01%	523
2020 Q3	–	Sell	-19	Closed	-$1K	–	611
2020 Q2	$1K	Buy	+19	New	+$1.14K	﹤0.01%	524

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

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

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

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

Toth Financial Advisory's VLO Position: Q3 2026 in Review

Toth Financial Advisory increased its Valero Energy (VLO) stake by 4.8% in Q3 2026, buying an estimated $1.01K and bringing the position to 65 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Toth Financial Advisory first reported a position in VLO in Q2 2020 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Toth Financial Advisory held 65 shares of Valero Energy worth $25.2K as of Q3 2026.
Toth Financial Advisory bought 3 Valero Energy shares in Q3 2026, an estimated $1.01K.
Valero Energy made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #475 holding.
Toth Financial Advisory first reported a position in Valero Energy in Q2 2020 and has held it in 7 quarters since.
110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.