VLO β€” VALERO ENERGY CORP NEW

Ownership history in WESPAC Advisors, LLC  Β·  22 quarters on record

AI Ownership Summary

WESPAC Advisors, LLC reported VALERO ENERGY CORP NEW (VLO) in 22 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.23% in 2024 Q2. The latest visible filing shows VLO at 0.12% 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 WESPAC Advisors, LLC's position in VALERO ENERGY CORP NEW, 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
2025 Q3

VLO was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 Q2

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

Time in book
Holding Window
2023 Q3 to 2025 Q3

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.

How WESPAC Advisors, LLC held VLO β€” position size vs. price
% of Fund (quarterly)    VLO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,200 -693 -36.6% 0.12% $204K 2025-10-27 $172.20
2024 Q4 ADDED 1,893 +5 +0.3% 0.17% $232K 2025-02-04 $138.91
2024 Q3 UNCHANGED 1,888 β€” 0% 0.19% $255K 2024-11-12 $131.03
2024 Q2 ADDED 1,888 +3 +0.2% 0.23% $296K 2024-07-30 $155.30
2024 Q1 ADDED 1,885 +4 +0.2% 0.19% $322K 2024-04-24 $157.56
2023 Q4 ADDED 1,881 +4 +0.2% 0.17% $245K 2024-01-26 $129.13
2023 Q3 ADDED 1,877 +4 +0.2% 0.20% $266K 2023-10-26 $116.43
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About WESPAC Advisors, LLC and VLO

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

How long has WESPAC Advisors, LLC reported owning VLO?

WESPAC Advisors, LLC reported VLO across 7 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported VLO position in WESPAC Advisors, LLC's portfolio?

The largest reported portfolio weight for VLO was 0.23% in 2024 Q2.

What is the latest reported VLO position on this page?

The most recent filing on this page is 2025 Q3, when WESPAC Advisors, LLC reported 1,200 shares, equal to 0.12% of portfolio, with an estimated market value of $204K.

What does the chart on this VLO ownership page compare?

The chart compares WESPAC Advisors, LLC'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.

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