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Valero Energy Corporation shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors investment in Valero Energy Corporation

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

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Quarterly reported holdings in Valero Energy Corporation by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7k 51 171.00
2025-06-30 $6.8k 51 134.02
2025-03-31 $6.7k 50 133.24
2022-03-31 $8.0k 75 106.67

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

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