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Valeo Financial Advisors’s Valero Energy VLO Stock Holding History

Valeo Financial 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 		$3.22M Buy
8,304
+260
+3% +$87.8K 0.07% 133
2026
Q2 		$2.1M Buy
8,044
+1,672
+26% +$412K 0.04% 173
2026
Q1 		$1.57M Sell
6,372
-1,234
-16% -$254K 0.04% 189
2025
Q4 		$1.24M Buy
7,606
+227
+3% +$38.5K 0.03% 260
2025
Q3 		$1.26M Buy
7,379
+186
+3% +$27.7K 0.03% 251
2025
Q2 		$967K Buy
7,193
+4,655
+183% +$580K 0.02% 307
2025
Q1 		$335K Sell
2,538
-214
-8% -$28.4K 0.01% 505
2024
Q4 		$337K Sell
2,752
-545
-17% -$72.9K 0.01% 507
2024
Q3 		$445K Sell
3,297
-505
-13% -$73.3K 0.01% 437
2024
Q2 		$596K Buy
3,802
+526
+16% +$84.9K 0.02% 341
2024
Q1 		$547K Buy
3,276
+648
+25% +$92.8K 0.02% 351
2023
Q4 		$342K Sell
2,628
-72
-3% -$9.16K 0.01% 454
2023
Q3 		$383K Buy
+2,700
New +$354K 0.02% 395
2023
Q2 		– Sell
-2,516
Closed -$351K – 677
2023
Q1 		$351K Buy
+2,516
New +$338K 0.02% 400
2021
Q2 		– Sell
-384
Closed -$27K – 1785
2021
Q1 		$27K Buy
384
+34
+10% +$2.31K ﹤0.01% 1071
2020
Q4 		$20K Sell
350
-617
-64% -$30.3K ﹤0.01% 1031
2020
Q3 		$42K Buy
967
+208
+27% +$10.9K ﹤0.01% 714
2020
Q2 		$45K Sell
759
-402
-35% -$24K ﹤0.01% 773
2020
Q1 		$57K Sell
1,161
-1,135
-49% -$82.5K 0.01% 560
2019
Q4 		$215K Buy
2,296
+247
+12% +$23.3K 0.02% 310
2019
Q3 		$174K Buy
2,049
+382
+23% +$30.9K 0.02% 322
2019
Q2 		$143K Buy
1,667
+283
+20% +$23.4K 0.02% 362
2019
Q1 		$117K Buy
1,384
+116
+9% +$9.59K 0.01% 384
2018
Q4 		$95K Sell
1,268
-23
-2% -$2.02K 0.01% 391
2018
Q3 		$117K Sell
1,291
-277
-18% -$31.5K 0.02% 371
2018
Q2 		$180K Buy
1,568
+382
+32% +$42.9K 0.03% 297
2018
Q1 		$110K Sell
1,186
-196
-14% -$18.3K 0.02% 352
2017
Q4 		$127K Buy
1,382
+118
+9% +$9.73K 0.02% 299
2017
Q3 		$97K Buy
+1,264
New +$87K 0.02% 296

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
KL
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
SC
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
CD
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

Valeo Financial Advisors's VLO Position: Q3 2026 in Review

Valeo Financial Advisors increased its Valero Energy (VLO) stake by 3.2% in Q3 2026, buying an estimated $87.8K and bringing the position to 8,304 shares worth $3.22M. The position accounts for 0.07% of the portfolio, ranked #133.

Valeo Financial Advisors first reported a position in VLO in Q3 2017 and has held it in 29 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Valeo Financial Advisors held 8,304 shares of Valero Energy worth $3.22M as of Q3 2026.
  • Valeo Financial Advisors bought 260 Valero Energy shares in Q3 2026, an estimated $87.8K.
  • Valero Energy made up 0.07% of Valeo Financial Advisors's portfolio in Q3 2026, its #133 holding.
  • Valeo Financial Advisors first reported a position in Valero Energy in Q3 2017 and has held it in 29 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

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