James T. Borello RIA
VLO icon

James T. Borello RIA’s Valero Energy VLO Stock Holding History

James T. Borello RIA’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 		$41.5K Sell
107
-1
-0.9% -$338 0.01% 271
2026
Q2 		$28.1K Buy
108
+9
+9% +$2.22K 0.01% 330
2026
Q1 		$24.5K Buy
99
+23
+30% +$4.74K 0.01% 329
2025
Q4 		$12.4K Buy
76
+40
+111% +$6.78K ﹤0.01% 359
2025
Q3 		$6.13K Buy
+36
New +$5.37K ﹤0.01% 402

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Artemis Investment Management
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
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

James T. Borello RIA's VLO Position: Q3 2026 in Review

James T. Borello RIA reduced its Valero Energy (VLO) stake by 0.93% in Q3 2026, selling an estimated $338 and leaving 107 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #271.

James T. Borello RIA first reported a position in VLO in Q3 2025 and has held it in 5 quarters since. 495 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • James T. Borello RIA held 107 shares of Valero Energy worth $41.5K as of Q3 2026.
  • James T. Borello RIA sold 1 Valero Energy share in Q3 2026, an estimated $338.
  • Valero Energy made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #271 holding.
  • James T. Borello RIA first reported a position in Valero Energy in Q3 2025 and has held it in 5 quarters since.
  • 495 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.