Back to VLO
Summit Financial Wealth Advisors, LLC → VLO
Summit Financial Wealth Advisors, LLC VLO Position History
Valero Energy Corporation • Energy
Quarters held
4
Latest value
$17.4M
Q3 2026
Peak value
$17.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $13.2M |
| Q1 2026 | $15.9M |
| Q2 2026 | $16.6M |
| Q3 2026 | $17.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.4M | 44.9K | — | — |
| Q2 2026 | $16.6M | 63.7K | — | — |
| Q1 2026 | $15.9M | 64.4K | — | — |
| Q4 2025 | $13.2M | 81.4K | — | — |
Other funds holding VLO
$5.6B
$4.9B
$4.9B
$4.9B
$4.9B
$4.8B
$3.8B