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Mosley Wealth Management → VLO
Mosley Wealth Management VLO Position History
Valero Energy Corporation • Energy
Quarters held
8
Latest value
$12.7M
Q3 2026
Peak value
$12.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $290K |
| Q4 2025 | $568K |
| Q1 2026 | $307K |
| Q1 2026 | $467K |
| Q2 2026 | $78K |
| Q2 2026 | $11.1M |
| Q3 2026 | $127K |
| Q3 2026 | $12.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.7M | 38.7K | — | — |
| Q3 2026 | $127K | 286 | — | — |
| Q2 2026 | $11.1M | 37.2K | — | — |
| Q2 2026 | $78K | 300 | — | — |
| Q1 2026 | $467K | 1.8K | — | — |
| Q1 2026 | $307K | 1.8K | — | — |
| Q4 2025 | $568K | 2.1K | — | — |
| Q4 2025 | $290K | 1.8K | — | — |
Other funds holding VLO
$5.6B
$4.9B
$4.9B
$4.9B
$4.9B
$4.8B
$3.8B
Other Mosley Wealth Management positions
SCHW-PJ
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SCHW-PJ
$17.6MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
VGES
$13.8MVANGUARD MEGA CAP ETF
JPM-PM
$13.6MJPMORGAN EQUITY PREMIUM INCOME ETF
BTCW
$13.5MWISDOMTREE FLOATING RATE TREASURY FUND
JPM-PM
$13.4MJPMORGAN EQUITY PREMIUM INCOME ETF
VGES
$13.3MVANGUARD MORNINGSTAR GROWTH ETF
BTCW
$12.5MWISDOMTREE FLOATING RATE TREASURY FUND