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Accurate Wealth Management’s Valero Energy VLO Stock Holding History

Accurate 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 		$610K Buy
2,175
+138
+7% +$34K 0.06% 306
2026
Q1 		$486K Buy
2,037
+76
+4% +$15.7K 0.06% 325
2025
Q4 		$363K Buy
1,961
+105
+6% +$17.8K 0.05% 365
2025
Q3 		$301K Sell
1,856
-447
-19% -$66.7K 0.04% 391
2025
Q2 		$357K Sell
2,303
-181
-7% -$22.6K 0.05% 327
2025
Q1 		$275K Sell
2,484
-410
-14% -$54.4K 0.05% 307
2024
Q4 		$368K Buy
2,894
+102
+4% +$13.6K 0.07% 250
2024
Q3 		$376K Sell
2,792
-251
-8% -$36.4K 0.08% 246
2024
Q2 		$453K Sell
3,043
-186
-6% -$30K 0.11% 176
2024
Q1 		$529K Sell
3,229
-310
-9% -$44.4K 0.15% 146
2023
Q4 		$453K Sell
3,539
-116
-3% -$14.8K 0.14% 149
2023
Q3 		$478K Sell
3,655
-149
-4% -$19.5K 0.15% 141
2023
Q2 		$432K Buy
3,804
+494
+15% +$57.4K 0.13% 153
2023
Q1 		$447K Buy
3,310
+479
+17% +$64.3K 0.15% 144
2022
Q4 		$374K Buy
2,831
+551
+24% +$69.2K 0.14% 131
2022
Q3 		$266K Buy
+2,280
New +$251K 0.11% 148

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Accurate Wealth Management increased its Valero Energy (VLO) stake by 6.8% in Q2 2026, buying an estimated $34K and bringing the position to 2,175 shares worth $610K. The position accounts for 0.06% of the portfolio, ranked #306.

Accurate Wealth Management first reported a position in VLO in Q3 2022 and has held it in 16 quarters since. 730 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Accurate Wealth Management held 2,175 shares of Valero Energy worth $610K as of Q2 2026.
  • Accurate Wealth Management bought 138 Valero Energy shares in Q2 2026, an estimated $34K.
  • Valero Energy made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Accurate Wealth Management first reported a position in Valero Energy in Q3 2022 and has held it in 16 quarters since.
  • 730 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.