VisionPoint Advisory Group’s Valero Energy VLO Stock Holding History

VisionPoint Advisory Group’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	$401K	Buy	1,033 +54	+6%	+$18.2K	0.06%	282
2026 Q2	$255K	Sell	979 -22	-2%	-$5.42K	0.04%	401
2026 Q1	$247K	Buy	+1,001	New	+$206K	0.05%	378
2023 Q4	–	Sell	-3	Closed	-$425	–	890
2023 Q3	$425	Buy	3 +1	+50%	+$131	﹤0.01%	635
2023 Q2	$235	Buy	+2	New	+$232	﹤0.01%	588

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

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

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

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

VisionPoint Advisory Group's VLO Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Valero Energy (VLO) stake by 5.5% in Q3 2026, buying an estimated $18.2K and bringing the position to 1,033 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #282.

VisionPoint Advisory Group first reported a position in VLO in Q2 2023 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

VisionPoint Advisory Group held 1,033 shares of Valero Energy worth $401K as of Q3 2026.
VisionPoint Advisory Group bought 54 Valero Energy shares in Q3 2026, an estimated $18.2K.
Valero Energy made up 0.06% of VisionPoint Advisory Group's portfolio in Q3 2026, its #282 holding.
VisionPoint Advisory Group first reported a position in Valero Energy in Q2 2023 and has held it in 5 quarters since.
110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.