Triumph Capital Management
VLO icon

Triumph Capital Management’s Valero Energy VLO Stock Holding History

Triumph Capital Management’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 		$106K Buy
272
+16
+6% +$5.4K 0.02% 487
2026
Q2 		$66.8K Buy
256
+13
+5% +$3.2K 0.01% 593
2026
Q1 		$60.1K Buy
243
+8
+3% +$1.65K 0.01% 584
2025
Q4 		$38.3K Buy
+235
New +$39.8K 0.01% 677

Other funds holding VLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Triumph Capital Management's VLO Position: Q3 2026 in Review

Triumph Capital Management increased its Valero Energy (VLO) stake by 6.3% in Q3 2026, buying an estimated $5.4K and bringing the position to 272 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #487.

Triumph Capital Management first reported a position in VLO in Q4 2025 and has held it in 4 quarters since. 1,490 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Triumph Capital Management held 272 shares of Valero Energy worth $106K as of Q3 2026.
  • Triumph Capital Management bought 16 Valero Energy shares in Q3 2026, an estimated $5.4K.
  • Valero Energy made up 0.02% of Triumph Capital Management's portfolio in Q3 2026, its #487 holding.
  • Triumph Capital Management first reported a position in Valero Energy in Q4 2025 and has held it in 4 quarters since.
  • 1,490 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.