Back to VLO
Heritage Wealth Management, Inc. → VLO
Heritage Wealth Management, Inc. VLO Position History
Valero Energy Corporation • Energy
Quarters held
5
Latest value
$6.4M
Q3 2026
Peak value
$6.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q4 2025 | $2.9M |
| Q1 2026 | $4.4M |
| Q2 2026 | $4.5M |
| Q3 2026 | $6.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.4M | 16.6K | — | — |
| Q2 2026 | $4.5M | 17.1K | — | — |
| Q1 2026 | $4.4M | 17.8K | — | — |
| Q4 2025 | $2.9M | 17.9K | — | — |
| Q3 2025 | $3.1M | 18.1K | — | — |
Other funds holding VLO
$5.6B
$4.9B
$4.9B
$4.9B
$4.9B
$4.8B
$3.8B