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Advisor OS’s Valero Energy VLO Stock Holding History

Advisor OS’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 		$290K Buy
1,113
+9
+0.8% +$2.22K 0.02% 458
2026
Q1 		$273K Buy
+1,104
New +$228K 0.02% 452
2025
Q4 		– Sell
-1,190
Closed -$203K – 531
2025
Q3 		$203K Buy
+1,190
New +$177K 0.02% 452

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Advisor OS's VLO Position: Q2 2026 in Review

Advisor OS increased its Valero Energy (VLO) stake by 0.82% in Q2 2026, buying an estimated $2.22K and bringing the position to 1,113 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #458.

Advisor OS first reported a position in VLO in Q3 2025 and has held it in 3 quarters since. 1,382 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Advisor OS held 1,113 shares of Valero Energy worth $290K as of Q2 2026.
  • Advisor OS bought 9 Valero Energy shares in Q2 2026, an estimated $2.22K.
  • Valero Energy made up 0.02% of Advisor OS's portfolio in Q2 2026, its #458 holding.
  • Advisor OS first reported a position in Valero Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.