Back to VLO
Allied Investment Advisors, LLC → VLO
Allied Investment Advisors, LLC VLO Position History
Valero Energy Corporation • Energy
Quarters held
5
Latest value
$45.9M
Q3 2026
Peak value
$54.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $42.5M |
| Q4 2025 | $48.2M |
| Q1 2026 | $46.8M |
| Q2 2026 | $54.1M |
| Q3 2026 | $45.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $45.9M | 145.2K | — | — |
| Q2 2026 | $54.1M | 180.9K | — | — |
| Q1 2026 | $46.8M | 171.7K | — | — |
| Q4 2025 | $48.2M | 167.3K | — | — |
| Q3 2025 | $42.5M | 163.5K | — | — |
Other funds holding VLO
$5.6B
$4.9B
$4.9B
$4.9B
$4.9B
$4.8B
$3.8B
Other Allied Investment Advisors, LLC positions
VGES
$136.4MVANGUARD SHORT-TERM BOND ETF
VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$46.6MSCHWAB US DIVIDEND EQUITY ETF