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KWMG, LLC → VLO

KWMG, LLC VLO Position History

Valero Energy Corporation • Energy

Quarters held
5
Latest value
$23.7M
Q3 2026
Peak value
$23.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$14.5M
Q4 2025$11.8M
Q1 2026$17.3M
Q2 2026$17.7M
Q3 2026$23.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$23.7M61.1K——
Q2 2026$17.7M67.8K——
Q1 2026$17.3M69.9K——
Q4 2025$11.8M72.7K——
Q3 2025$14.5M85.0K——

Other funds holding VLO

Other KWMG, LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$74.7M
VGES

VANGUARD TAX-MANAGED FDS

$72.8M
VGES

VANGUARD TAX-MANAGED FDS

$63.9M
VGES

VANGUARD TAX-MANAGED FDS

$61.4M
STT-PG

SELECT SECTOR SPDR TR

$60.3M
VGES

VANGUARD TAX-MANAGED FDS

$59.3M
STT-PG

SELECT SECTOR SPDR TR

$57.8M
VGES

VANGUARD INDEX FDS

$45.8M