Stiles Financial Services Inc VLO — VALERO ENERGY CORP

Ownership history in Stiles Financial Services Inc  ·  12 quarters on record

AI Ownership Summary

Stiles Financial Services Inc reported VALERO ENERGY CORP (VLO) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.45% in 2026 Q1. The latest visible filing shows VLO at 1.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stiles Financial Services Inc's position in VALERO ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VLO was reported at 1.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.45% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VLO stock page Stiles Financial Services Inc fund profile Stiles Financial Services Inc full holdings
How Stiles Financial Services Inc held VLO — position size vs. price
% of Fund (quarterly)    VLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 19,260 +47 +0.2% 1.45% $4.8M 2026-04-30 $252.58
2025 Q4 ADDED — — — 19,213 +630 +3.4% 0.96% $3.1M 2026-02-03 $191.10
2025 Q3 ADDED — — — 18,583 +827 +4.7% 1.00% $3.2M 2025-10-30 $168.01
2025 Q2 ADDED — — — 17,756 +1,446 +8.9% 0.82% $2.4M 2025-07-24 $137.49
2025 Q1 ADDED — — — 16,310 +790 +5.1% 0.83% $2.2M 2025-04-22 $109.25
2024 Q4 ADDED — — — 15,520 +2,664 +20.7% 0.69% $1.9M 2025-01-28 $133.10
2024 Q3 ADDED — — — 12,856 +972 +8.2% 0.61% $1.7M 2024-10-31 $124.09
2024 Q2 ADDED — — — 11,884 +3,104 +35.4% 0.72% $1.9M 2024-08-01 $149.62
2024 Q1 ADDED — — — 8,780 +1,165 +15.3% 0.60% $1.5M 2024-04-30 $150.83
2023 Q4 ADDED — — — 7,615 +2,529 +49.7% 0.45% $991K 2024-01-26 $129.13
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VLO

As of 2026 Q1 — sorted by position size

William B. Walkup & Associates, Inc. 5.96% CrossGen Wealth, LLC 4.43% Axecap Investments, LLC 4.1% Westbourne Investment Advisors, Inc. 3Y 7Y 3.98% Carmel Capital Management L.L.C. 3Y 3.72% JCIC Asset Management Inc. 3Y 7Y 3.57% MONTRUSCO BOLTON INVESTMENTS INC. 3Y 7Y 3.5% S.E.E.D. Planning Group LLC 3Y 3.31% Community Bank & Trust, Waco, Texas 3Y 7Y 2.84% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 2.72%

FAQ About Stiles Financial Services Inc and VLO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stiles Financial Services Inc reported owning VLO?

Stiles Financial Services Inc reported VLO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VLO position in Stiles Financial Services Inc's portfolio?

The largest reported portfolio weight for VLO was 1.45% in 2026 Q1.

What is the latest reported VLO position on this page?

The most recent filing on this page is 2026 Q1, when Stiles Financial Services Inc reported 19,260 shares, equal to 1.45% of portfolio, with an estimated market value of $4.8M.

What does the chart on this VLO ownership page compare?

The chart compares Stiles Financial Services Inc's quarterly VLO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stiles Financial Services Inc time their VLO position?

Based on 13F filing dates vs. subsequent VLO price moves, Stiles Financial Services Inc correctly timed 7 out of 11 reported position changes (64%).

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