Vista Investment Partners’s Valero Energy VLO Stock Holding History

Vista Investment Partners’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	$1.32M	Sell	3,404 -14	-0.4%	-$4.72K	0.34%	72
2026 Q2	$890K	Buy	3,418 +2,240	+190%	+$552K	0.22%	89
2026 Q1	$291K	Buy	+1,178	New	+$243K	0.08%	144
2025 Q4	–	Sell	-1,178	Closed	-$201K	–	177
2025 Q3	$201K	Buy	+1,178	New	+$176K	0.06%	151
2024 Q3	–	Sell	-1,308	Closed	-$205K	–	168
2024 Q2	$205K	Buy	1,308 +38	+3%	+$6.13K	0.07%	148
2024 Q1	$217K	Buy	+1,270	New	+$182K	0.07%	137

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

Vista Investment Partners's VLO Position: Q3 2026 in Review

Vista Investment Partners reduced its Valero Energy (VLO) stake by 0.41% in Q3 2026, selling an estimated $4.72K and leaving 3,404 shares worth $1.32M. The position accounts for 0.34% of the portfolio, ranked #72.

Vista Investment Partners first reported a position in VLO in Q1 2024 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Vista Investment Partners held 3,404 shares of Valero Energy worth $1.32M as of Q3 2026.
Vista Investment Partners sold 14 Valero Energy shares in Q3 2026, an estimated $4.72K.
Valero Energy made up 0.34% of Vista Investment Partners's portfolio in Q3 2026, its #72 holding.
Vista Investment Partners first reported a position in Valero Energy in Q1 2024 and has held it in 6 quarters since.
110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.