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Bell & Brown Wealth Advisors, LLC → VLO
Bell & Brown Wealth Advisors, LLC VLO Position History
Valero Energy Corporation • Energy
Quarters held
6
Latest value
$14.4M
Q3 2026
Peak value
$14.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.3M |
| Q4 2025 | $7M |
| Q4 2025 | $7M |
| Q1 2026 | $10.5M |
| Q2 2026 | $10.6M |
| Q3 2026 | $14.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.4M | 37.1K | — | — |
| Q2 2026 | $10.6M | 40.7K | — | — |
| Q1 2026 | $10.5M | 42.4K | — | — |
| Q4 2025 | $7M | 43.1K | — | — |
| Q4 2025 | $7M | 43.1K | — | — |
| Q3 2025 | $7.3M | 43.0K | — | — |
Other funds holding VLO
$5.6B
$4.9B
$4.9B
$4.9B
$4.9B
$4.8B
$3.8B