Ownership history in WP Advisors, LLC Β· 37 quarters on record
This page tracks every 13F SEC filing in which WP Advisors, LLC reported a position in Valero Energy Corp New (VLO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WP Advisors, LLC outperformed the S&P 500 by +7.1% annually on this VLO position. Timing score: 66% (23/35 decisions correct). Average cost basis: $51.14. Maximum drawdown during holding period: β58.1%.
π₯ Exceptional β beat the S&P 500 by 7.1% per year on this position.
35 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
23 of 35 add/trim decisions correct
Best entry: $35.25 (2020 Q3) Β· Worst: $168.16 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
24 adds Β· 13 trims. Bought during 6 of 10 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.34% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size