Triad Wealth Partners
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Triad Wealth Partners’s Valero Energy VLO Stock Holding History

Triad Wealth Partners’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 		$6.7M Buy
17,277
+120
+0.7% +$40.5K 0.37% 47
2026
Q2 		$5.28M Sell
17,157
-931
-5% -$229K 0.31% 60
2026
Q1 		$4.47M Sell
18,088
-520
-3% -$107K 0.35% 64
2025
Q4 		$3.03M Buy
18,608
+8,999
+94% +$1.52M 0.29% 72
2025
Q3 		$1.64M Buy
+9,609
New +$1.43M 0.21% 79
2024
Q3 		– Sell
-251
Closed -$39.4K – 899
2024
Q2 		$39.4K Buy
+251
New +$40.5K 0.02% 261

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

Triad Wealth Partners's VLO Position: Q3 2026 in Review

Triad Wealth Partners increased its Valero Energy (VLO) stake by 0.7% in Q3 2026, buying an estimated $40.5K and bringing the position to 17,277 shares worth $6.7M. The position accounts for 0.37% of the portfolio, ranked #47.

Triad Wealth Partners first reported a position in VLO in Q2 2024 and has held it in 6 quarters since. 1,291 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Triad Wealth Partners held 17,277 shares of Valero Energy worth $6.7M as of Q3 2026.
  • Triad Wealth Partners bought 120 Valero Energy shares in Q3 2026, an estimated $40.5K.
  • Valero Energy made up 0.37% of Triad Wealth Partners's portfolio in Q3 2026, its #47 holding.
  • Triad Wealth Partners first reported a position in Valero Energy in Q2 2024 and has held it in 6 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.