VLO VALERO ENERGY CORP

Ownership history in Advisory Resource Group  ·  14 quarters on record

This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in VALERO ENERGY CORP (VLO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.31% (2025 Q3)
Avg. % of fund
0.55%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 41,048 -1,898 -4.4% 1.18% $6.7M $161.80
2025 Q3 REDUCED 42,946 -6,764 -13.6% 1.31% $7.3M $168.16
2025 Q2 ADDED 49,710 +1,369 +2.8% 1.28% $6.7M $131.69
2025 Q1 ADDED 48,341 +39,364 +438.5% 1.30% $6.4M $128.30
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VLO price (monthly, adj. close)
← Back to Advisory Resource Group Holdings