AFS
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Access Financial Services’s Valero Energy VLO Stock Holding History

Access Financial Services’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 		$2.41M Sell
9,268
-42
-0.5% -$10.3K 0.79% 18
2026
Q1 		$2.3M Sell
9,310
-440
-5% -$90.7K 0.82% 20
2025
Q4 		$1.59M Sell
9,750
-924
-9% -$157K 0.58% 33
2025
Q3 		$1.82M Sell
10,674
-100
-0.9% -$14.9K 0.66% 27
2025
Q2 		$1.45M Buy
10,774
+46
+0.4% +$5.73K 0.55% 40
2025
Q1 		$1.42M Buy
10,728
+526
+5% +$69.8K 0.57% 42
2024
Q4 		$1.25M Buy
10,202
+168
+2% +$22.5K 0.56% 47
2024
Q3 		$1.35M Buy
10,034
+148
+1% +$21.5K 0.62% 47
2024
Q2 		$1.55M Sell
9,886
-2,981
-23% -$481K 0.7% 32
2024
Q1 		$2.2M Buy
12,867
+9
+0.1% +$1.29K 0.98% 18
2023
Q4 		$1.67M Sell
12,858
-565
-4% -$71.9K 0.86% 24
2023
Q3 		$1.9M Sell
13,423
-2,451
-15% -$321K 1.14% 14
2023
Q2 		$1.86M Buy
15,874
+7,611
+92% +$885K 1.09% 18
2023
Q1 		$1.15M Buy
8,263
+423
+5% +$56.8K 0.7% 44
2022
Q4 		$995K Sell
7,840
-556
-7% -$69.8K 0.61% 50
2022
Q3 		$897K Sell
8,396
-750
-8% -$82.5K 0.58% 52
2022
Q2 		$972K Sell
9,146
-4,872
-35% -$577K 0.56% 57
2022
Q1 		$1.42M Buy
14,018
+1
+0% +$87 0.68% 47
2021
Q4 		$1.05M Sell
14,017
-5,127
-27% -$382K 0.47% 63
2021
Q3 		$1.35M Sell
19,144
-1,222
-6% -$81.3K 0.61% 55
2021
Q2 		$1.59M Buy
20,366
+568
+3% +$44K 0.74% 48
2021
Q1 		$1.42M Buy
19,798
+433
+2% +$29.4K 0.66% 54
2020
Q4 		$1.09M Sell
19,365
-4,274
-18% -$210K 0.54% 52
2020
Q3 		$1.02M Sell
23,639
-565
-2% -$29.6K 0.55% 47
2020
Q2 		$1.42M Sell
24,204
-1,400
-5% -$83.6K 0.93% 33
2020
Q1 		$1.16M Buy
25,604
+3,820
+18% +$278K 0.93% 30
2019
Q4 		$2.04M Buy
21,784
+257
+1% +$24.3K 1.18% 19
2019
Q3 		$1.83M Buy
21,527
+480
+2% +$38.8K 1.31% 18
2019
Q2 		$1.8M Buy
21,047
+1,376
+7% +$114K 1.37% 18
2019
Q1 		$1.67M Buy
19,671
+7,411
+60% +$612K 1.32% 20
2018
Q4 		$919K Sell
12,260
-68
-0.6% -$5.97K 0.82% 37
2018
Q3 		$1.4M Hold
12,328
– – 0.96% 26
2018
Q2 		$1.37M Sell
12,328
-2,404
-16% -$270K 0.96% 27
2018
Q1 		$1.37M Buy
14,732
+525
+4% +$49K 1.01% 31
2017
Q4 		$1.31M Sell
14,207
-299
-2% -$24.7K 0.9% 37
2017
Q3 		$1.12M Buy
14,506
+281
+2% +$19.4K 0.85% 42
2017
Q2 		$960K Sell
14,225
-119
-0.8% -$7.72K 0.79% 42
2017
Q1 		$951K Sell
14,344
-65
-0.5% -$4.35K 0.8% 38
2016
Q4 		$984K Buy
+14,409
New +$887K 0.9% 32

Other funds holding VLO

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Access Financial Services's VLO Position: Q2 2026 in Review

Access Financial Services reduced its Valero Energy (VLO) stake by 0.45% in Q2 2026, selling an estimated $10.3K and leaving 9,268 shares worth $2.41M. The position accounts for 0.79% of the portfolio, ranked #18.

Access Financial Services first reported a position in VLO in Q4 2016 and has held it in 39 quarters since. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Access Financial Services held 9,268 shares of Valero Energy worth $2.41M as of Q2 2026.
  • Access Financial Services sold 42 Valero Energy shares in Q2 2026, an estimated $10.3K.
  • Valero Energy made up 0.79% of Access Financial Services's portfolio in Q2 2026, its #18 holding.
  • Access Financial Services first reported a position in Valero Energy in Q4 2016 and has held it in 39 quarters since.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.