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Wheelhouse Advisory Group LLC → VLO

Wheelhouse Advisory Group LLC VLO Position History

Valero Energy Corporation • Energy

Quarters held
5
Latest value
$29.6M
Q3 2026
Peak value
$29.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$20.4M
Q4 2025$24.2M
Q1 2026$23.2M
Q2 2026$26.9M
Q3 2026$29.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$29.6M93.7K——
Q2 2026$26.9M89.8K——
Q1 2026$23.2M85.3K——
Q4 2025$24.2M83.4K——
Q3 2025$20.4M78.8K——

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