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Valero Energy Corporation shares owned by Root Financial Partners

Quarter-by-quarter ownership of Valero Energy Corporation (VLO) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Valero Energy Corporation

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All positions including Valero Energy Corporation held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valero Energy Corporation by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $327k 1.3k 246.99
2025-12-31 $187k 1.1k 162.72
2025-09-30 $185k 1.1k 170.29

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Top funds holding Valero Energy Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
FMR
Ameriprise Financial
Franklin Resources
Bank of America Corporation
Barclays
Northern Trust
Bank of New York Mellon

View all funds holding Valero Energy Corporation