AWM
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Accel Wealth Management’s Valero Energy VLO Stock Holding History

Accel 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 		$630K Sell
2,418
-99
-4% -$24.4K 0.14% 140
2026
Q1 		$622K Sell
2,517
-133
-5% -$27.4K 0.16% 130
2025
Q4 		$431K Sell
2,650
-21
-0.8% -$3.56K 0.12% 166
2025
Q3 		$455K Buy
2,671
+11
+0.4% +$1.64K 0.13% 158
2025
Q2 		$358K Buy
2,660
+343
+15% +$42.7K 0.12% 176
2025
Q1 		$306K Buy
2,317
+16
+0.7% +$2.12K 0.11% 187
2024
Q4 		$282K Sell
2,301
-475
-17% -$63.5K 0.11% 194
2024
Q3 		$375K Buy
2,776
+31
+1% +$4.5K 0.14% 162
2024
Q2 		$430K Sell
2,745
-51
-2% -$8.23K 0.17% 124
2024
Q1 		$477K Buy
2,796
+122
+5% +$17.5K 0.2% 112
2023
Q4 		$348K Sell
2,674
-4
-0.1% -$509 0.17% 126
2023
Q3 		$379K Buy
2,678
+1
+0% +$131 0.21% 110
2023
Q2 		$314K Buy
2,677
+45
+2% +$5.23K 0.17% 120
2023
Q1 		$367K Buy
2,632
+17
+0.7% +$2.28K 0.15% 145
2022
Q4 		$332K Sell
2,615
-62
-2% -$7.78K 0.16% 112
2022
Q3 		$315K Buy
2,677
+4
+0.1% +$440 0.17% 119
2022
Q2 		$280K Sell
2,673
-456
-15% -$54K 0.16% 118
2022
Q1 		$317K Buy
3,129
+31
+1% +$2.69K 0.16% 105
2021
Q4 		$233K Buy
3,098
+244
+9% +$18.2K 0.11% 142
2021
Q3 		$201K Sell
2,854
-169
-6% -$11.2K 0.13% 134
2021
Q2 		$236K Sell
3,023
-82
-3% -$6.35K 0.16% 124
2021
Q1 		$222K Sell
3,105
-233
-7% -$15.8K 0.18% 119
2020
Q4 		$189K Buy
+3,338
New +$164K 0.18% 127

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Accel Wealth Management reduced its Valero Energy (VLO) stake by 3.9% in Q2 2026, selling an estimated $24.4K and leaving 2,418 shares worth $630K. The position accounts for 0.14% of the portfolio, ranked #140.

Accel Wealth Management first reported a position in VLO in Q4 2020 and has held it in 23 quarters since. 500 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Accel Wealth Management held 2,418 shares of Valero Energy worth $630K as of Q2 2026.
  • Accel Wealth Management sold 99 Valero Energy shares in Q2 2026, an estimated $24.4K.
  • Valero Energy made up 0.14% of Accel Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Accel Wealth Management first reported a position in Valero Energy in Q4 2020 and has held it in 23 quarters since.
  • 500 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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