Activest Wealth Management’s Valero Energy VLO Stock Holding History

Activest 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	$3.65K	Sell	14 -146	-91%	-$35.9K	﹤0.01%	764
2026 Q1	$39.5K	Buy	160 +85	+113%	+$17.5K	0.01%	379
2025 Q4	$12.2K	Sell	75 -83	-53%	-$14.1K	﹤0.01%	622
2025 Q3	$26.9K	Buy	158 +6	+4%	+$895	0.01%	337
2025 Q2	$20.4K	Buy	152 +140	+1,167%	+$17.4K	﹤0.01%	321
2025 Q1	$1.58K	Buy	12 +11	+1,100%	+$1.46K	﹤0.01%	698
2024 Q4	$123	Buy	+1	New	+$134	﹤0.01%	677
2023 Q1	–	Sell	-1,111	Closed	-$138K	–	558
2022 Q4	$138K	Hold	1,111	–	–	0.04%	112
2022 Q3	$120K	Buy	+1,111	New	+$122K	0.04%	118

Other funds holding VLO

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Activest Wealth Management reduced its Valero Energy (VLO) stake by 91% in Q2 2026, selling an estimated $35.9K and leaving 14 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Activest Wealth Management first reported a position in VLO in Q3 2022 and has held it in 9 quarters since. The position peaked at $138K in Q4 2022. 765 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Activest Wealth Management held 14 shares of Valero Energy worth $3.65K as of Q2 2026.
Activest Wealth Management sold 146 Valero Energy shares in Q2 2026, an estimated $35.9K.
Valero Energy made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #764 holding.
Activest Wealth Management first reported a position in Valero Energy in Q3 2022 and has held it in 9 quarters since.
Activest Wealth Management's Valero Energy position peaked at $138K in Q4 2022.
765 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.