180 Wealth Advisors’s Valero Energy VLO Stock Holding History

180 Wealth Advisors’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Buy	+5,289	New	+$1.3M	0.14%	160
2024 Q3	–	Sell	-3,646	Closed	-$535K	–	460
2024 Q2	$535K	Buy	+3,646	New	+$588K	0.09%	207
2023 Q2	–	Sell	-3,400	Closed	-$475K	–	392
2023 Q1	$475K	Sell	3,400 -393	-10%	-$52.8K	0.11%	191
2022 Q4	$569K	Buy	3,793 +191	+5%	+$24K	0.13%	170
2022 Q3	$385K	Buy	3,602 +355	+11%	+$39.1K	0.11%	187
2022 Q2	$351K	Buy	+3,247	New	+$384K	0.09%	216
2019 Q3	–	Sell	-11,946	Closed	-$1.01M	–	271
2019 Q2	$1.01M	Sell	11,946 -12	-0.1%	-$991	0.45%	59
2019 Q1	$1.01M	Buy	11,958 +4,412	+58%	+$365K	0.46%	58
2018 Q4	$858K	Hold	7,546	–	–	0.4%	74
2018 Q3	$858K	Buy	+7,546	New	+$857K	0.4%	74

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

180 Wealth Advisors's VLO Position: Q2 2026 in Review

180 Wealth Advisors opened a new position in Valero Energy (VLO) in Q2 2026: 5,289 shares worth $1.38M. The stake represents 0.14% of the portfolio and ranks #160 among its holdings. This is a return to the name: 180 Wealth Advisors previously reported a position in VLO as recently as Q2 2024.

180 Wealth Advisors first reported a position in VLO in Q3 2018 and has held it in 10 quarters since. 1,976 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

180 Wealth Advisors held 5,289 shares of Valero Energy worth $1.38M as of Q2 2026.
Valero Energy was a new 180 Wealth Advisors position in Q2 2026.
Valero Energy made up 0.14% of 180 Wealth Advisors's portfolio in Q2 2026, its #160 holding.
180 Wealth Advisors first reported a position in Valero Energy in Q3 2018 and has held it in 10 quarters since.
1,976 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.