Trifecta Capital Advisors’s Valero Energy VLO Stock Holding History

Trifecta Capital 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	–	Sell	-1	Closed	-$261	–	481
2026 Q2	$261	Buy	+1	New	+$246	﹤0.01%	454
2025 Q4	–	Sell	-29	Closed	-$4.94K	–	438
2025 Q3	$4.94K	Hold	29	–	–	﹤0.01%	269
2025 Q2	$3.9K	Sell	29 -105	-78%	-$13.1K	﹤0.01%	279
2025 Q1	$17.7K	Buy	134 +105	+362%	+$13.9K	﹤0.01%	194
2024 Q4	$3.56K	Hold	29	–	–	﹤0.01%	247
2024 Q3	$3.92K	Hold	29	–	–	﹤0.01%	251
2024 Q2	$4.55K	Hold	29	–	–	﹤0.01%	247
2024 Q1	$4.95K	Hold	29	–	–	﹤0.01%	231
2023 Q4	$3.77K	Hold	29	–	–	﹤0.01%	271
2023 Q3	$4.11K	Hold	29	–	–	﹤0.01%	245
2023 Q2	$3.4K	Hold	29	–	–	﹤0.01%	248
2023 Q1	$4.05K	Hold	29	–	–	﹤0.01%	233
2022 Q4	$3.68K	Buy	+29	New	+$3.64K	﹤0.01%	239

Other funds holding VLO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Trifecta Capital Advisors's VLO Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Valero Energy (VLO) in Q3 2026, closing a stake of 1 share — an estimated $261 sold.

Trifecta Capital Advisors first reported a position in VLO in Q4 2022 and held it in 13 quarters. The position peaked at $17.7K in Q1 2025. 1,385 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Trifecta Capital Advisors reported no remaining Valero Energy position as of Q3 2026 after selling out during the quarter.
Trifecta Capital Advisors sold 1 Valero Energy share in Q3 2026, an estimated $261.
Trifecta Capital Advisors first reported a position in Valero Energy in Q4 2022 and held it in 13 quarters.
Trifecta Capital Advisors's Valero Energy position peaked at $17.7K in Q1 2025.
1,385 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.