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Wealth Alliance Advisory Group’s Valero Energy VLO Stock Holding History

Wealth Alliance 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 		$730K Buy
1,884
+85
+5% +$28.7K 0.1% 101
2026
Q2 		$469K Sell
1,799
-57
-3% -$14K 0.07% 122
2026
Q1 		$459K Sell
1,856
-17
-0.9% -$3.5K 0.07% 122
2025
Q4 		$305K Buy
1,873
+70
+4% +$11.9K 0.05% 157
2025
Q3 		$307K Sell
1,803
-546
-23% -$81.4K 0.06% 149
2025
Q2 		$316K Sell
2,349
-57
-2% -$7.1K 0.06% 144
2025
Q1 		$318K Buy
2,406
+20
+0.8% +$2.65K 0.07% 139
2024
Q4 		$293K Sell
2,386
-138
-5% -$18.5K 0.06% 139
2024
Q3 		$341K Buy
+2,524
New +$366K 0.07% 134

Other funds holding VLO

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 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
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Alliance Advisory Group's VLO Position: Q3 2026 in Review

Wealth Alliance Advisory Group increased its Valero Energy (VLO) stake by 4.7% in Q3 2026, buying an estimated $28.7K and bringing the position to 1,884 shares worth $730K. The position accounts for 0.1% of the portfolio, ranked #101.

Wealth Alliance Advisory Group first reported a position in VLO in Q3 2024 and has held it in 9 quarters since. 228 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Wealth Alliance Advisory Group held 1,884 shares of Valero Energy worth $730K as of Q3 2026.
  • Wealth Alliance Advisory Group bought 85 Valero Energy shares in Q3 2026, an estimated $28.7K.
  • Valero Energy made up 0.1% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #101 holding.
  • Wealth Alliance Advisory Group first reported a position in Valero Energy in Q3 2024 and has held it in 9 quarters since.
  • 228 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.