Wealth Alliance
VLO icon

Wealth Alliance’s Valero Energy VLO Stock Holding History

Wealth Alliance’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 		$212K Buy
+548
New +$185K 0.02% 536
2022
Q4 		– Sell
-1,889
Closed -$202K – 512
2022
Q3 		$202K Buy
+1,889
New +$208K 0.04% 423
2021
Q3 		– Sell
-2,914
Closed -$227K – 451
2021
Q2 		$227K Buy
+2,914
New +$226K 0.05% 385

Other funds holding VLO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Wealth Alliance's VLO Position: Q3 2026 in Review

Wealth Alliance opened a new position in Valero Energy (VLO) in Q3 2026: 548 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #536 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in VLO as recently as Q3 2022.

Wealth Alliance first reported a position in VLO in Q2 2021 and has held it in 3 quarters since. The position peaked at $227K in Q2 2021. 1,932 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Wealth Alliance held 548 shares of Valero Energy worth $212K as of Q3 2026.
  • Valero Energy was a new Wealth Alliance position in Q3 2026.
  • Valero Energy made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #536 holding.
  • Wealth Alliance first reported a position in Valero Energy in Q2 2021 and has held it in 3 quarters since.
  • Wealth Alliance's Valero Energy position peaked at $227K in Q2 2021.
  • 1,932 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.