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Wedmont Private Capital’s Valero Energy VLO Stock Holding History

Wedmont Private Capital’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 		$5.06M Buy
11,395
+3,084
+37% +$1.04M 0.12% 104
2026
Q2 		$2.33M Buy
8,311
+610
+8% +$150K 0.06% 161
2026
Q1 		$1.85M Buy
7,701
+124
+2% +$25.6K 0.06% 175
2025
Q4 		$1.39M Buy
7,577
+47
+0.6% +$7.96K 0.05% 221
2025
Q3 		$1.23M Buy
7,530
+492
+7% +$73.4K 0.05% 232
2025
Q2 		$1.05M Buy
7,038
+1,281
+22% +$160K 0.04% 251
2025
Q1 		$637K Sell
5,757
-823
-13% -$109K 0.03% 324
2024
Q4 		$837K Buy
6,580
+336
+5% +$45K 0.04% 260
2024
Q3 		$899K Sell
6,244
-3,100
-33% -$450K 0.05% 226
2024
Q2 		$1.38M Buy
9,344
+2,464
+36% +$398K 0.09% 144
2024
Q1 		$1.21M Buy
6,880
+1,293
+23% +$185K 0.09% 149
2023
Q4 		$722K Buy
5,587
+930
+20% +$118K 0.06% 221
2023
Q3 		$591K Buy
4,657
+314
+7% +$41.1K 0.06% 223
2023
Q2 		$493K Sell
4,343
-1,072
-20% -$125K 0.05% 245
2023
Q1 		$732K Buy
5,415
+2,131
+65% +$286K 0.1% 153
2022
Q4 		$419K Buy
3,284
+946
+40% +$119K 0.06% 244
2022
Q3 		$250K Buy
2,338
+293
+14% +$32.2K 0.05% 304
2022
Q2 		$217K Buy
+2,045
New +$242K 0.05% 304

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
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
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
SC
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
CD
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

Wedmont Private Capital's VLO Position: Q3 2026 in Review

Wedmont Private Capital increased its Valero Energy (VLO) stake by 37% in Q3 2026, buying an estimated $1.04M and bringing the position to 11,395 shares worth $5.06M. The position accounts for 0.12% of the portfolio, ranked #104.

Wedmont Private Capital first reported a position in VLO in Q2 2022 and has held it in 18 quarters since. 110 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Wedmont Private Capital held 11,395 shares of Valero Energy worth $5.06M as of Q3 2026.
  • Wedmont Private Capital bought 3,084 Valero Energy shares in Q3 2026, an estimated $1.04M.
  • Valero Energy made up 0.12% of Wedmont Private Capital's portfolio in Q3 2026, its #104 holding.
  • Wedmont Private Capital first reported a position in Valero Energy in Q2 2022 and has held it in 18 quarters since.
  • 110 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.