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Abound Wealth Management’s Valero Energy VLO Stock Holding History

Abound Wealth Management’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 		$4.01K Sell
15
-156
-91% -$38.4K ﹤0.01% 637
2026
Q1 		$42.1K Buy
171
+131
+328% +$27K 0.01% 274
2025
Q4 		$6.44K Buy
40
+4
+11% +$678 ﹤0.01% 611
2025
Q3 		$6.18K Buy
36
+2
+6% +$298 ﹤0.01% 599
2025
Q2 		$4.59K Hold
34
– – ﹤0.01% 592
2025
Q1 		$4.51K Sell
34
-7
-17% -$929 ﹤0.01% 561
2024
Q4 		$5.03K Sell
41
-15
-27% -$2.01K ﹤0.01% 526
2024
Q3 		$7.58K Sell
56
-5
-8% -$726 ﹤0.01% 466
2024
Q2 		$9.59K Sell
61
-2
-3% -$323 ﹤0.01% 381
2024
Q1 		$10.8K Sell
63
-6
-9% -$860 ﹤0.01% 355
2023
Q4 		$9.01K Buy
69
+3
+5% +$382 ﹤0.01% 389
2023
Q3 		$9.39K Buy
66
+5
+8% +$655 ﹤0.01% 338
2023
Q2 		$7.18K Buy
61
+9
+17% +$1.05K ﹤0.01% 402
2023
Q1 		$7.28K Buy
52
+9
+21% +$1.21K ﹤0.01% 332
2022
Q4 		$5.47K Sell
43
-18
-30% -$2.26K ﹤0.01% 336
2022
Q3 		$6.54K Buy
+61
New +$6.71K ﹤0.01% 330

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Abound Wealth Management's VLO Position: Q2 2026 in Review

Abound Wealth Management reduced its Valero Energy (VLO) stake by 91% in Q2 2026, selling an estimated $38.4K and leaving 15 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Abound Wealth Management first reported a position in VLO in Q3 2022 and has held it in 16 quarters since. The position peaked at $42.1K in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Abound Wealth Management held 15 shares of Valero Energy worth $4.01K as of Q2 2026.
  • Abound Wealth Management sold 156 Valero Energy shares in Q2 2026, an estimated $38.4K.
  • Valero Energy made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #637 holding.
  • Abound Wealth Management first reported a position in Valero Energy in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Valero Energy position peaked at $42.1K in Q1 2026.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.