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Valero Energy Corporation shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Valero Energy Corporation (VLO) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Valero Energy Corporation

Tip: Access up to 7 years of quarterly data

All positions including Valero Energy Corporation held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valero Energy Corporation by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $85k 500 170.26
2025-06-30 $67k 500 134.42
2025-03-31 $66k 500 132.07

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Top funds holding Valero Energy Corporation

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
FMR
Ameriprise Financial
Franklin Resources
Barclays
Invesco
Northern Trust
Susquehanna International
Dimensional Fund Advisors
Bank of New York Mellon

View all funds holding Valero Energy Corporation