Valued Wealth Advisors
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Valued Wealth Advisors’s Valero Energy VLO Stock Holding History

Valued Wealth 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 		$52.4K Buy
135
+7
+5% +$2.36K 0.02% 111
2026
Q2 		$33.4K Buy
128
+11
+9% +$2.71K 0.01% 145
2026
Q1 		$29K Buy
117
+67
+134% +$13.8K 0.01% 145
2025
Q4 		$8.17K Buy
50
+4
+9% +$678 ﹤0.01% 249
2025
Q3 		$7.86K Hold
46
– – ﹤0.01% 239
2025
Q2 		$6.2K Sell
46
-66
-59% -$8.22K ﹤0.01% 260
2025
Q1 		$14.8K Sell
112
-4
-3% -$531 0.01% 182
2024
Q4 		$14.2K Buy
116
+45
+63% +$6.02K 0.01% 186
2024
Q3 		$9.6K Sell
71
-22
-24% -$3.19K 0.01% 214
2024
Q2 		$14.6K Buy
93
+24
+35% +$3.87K 0.01% 158
2024
Q1 		$11.8K Buy
69
+26
+60% +$3.72K 0.01% 170
2023
Q4 		$6.09K Buy
+43
New +$5.47K 0.01% 175

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Valued Wealth Advisors's VLO Position: Q3 2026 in Review

Valued Wealth Advisors increased its Valero Energy (VLO) stake by 5.5% in Q3 2026, buying an estimated $2.36K and bringing the position to 135 shares worth $52.4K. The position accounts for 0.02% of the portfolio, ranked #111.

Valued Wealth Advisors first reported a position in VLO in Q4 2023 and has held it in 12 quarters since. 1,382 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Valued Wealth Advisors held 135 shares of Valero Energy worth $52.4K as of Q3 2026.
  • Valued Wealth Advisors bought 7 Valero Energy shares in Q3 2026, an estimated $2.36K.
  • Valero Energy made up 0.02% of Valued Wealth Advisors's portfolio in Q3 2026, its #111 holding.
  • Valued Wealth Advisors first reported a position in Valero Energy in Q4 2023 and has held it in 12 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.