Advisory Resource Group’s Valero Energy VLO Stock Holding History

Advisory Resource Group’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	$9.03M	Sell	34,657 -7,864	-18%	-$1.94M	1.36%	15
2026 Q1	$10.5M	Buy	42,521 +1,473	+4%	+$304K	1.81%	12
2025 Q4	$6.68M	Sell	41,048 -1,898	-4%	-$322K	1.18%	20
2025 Q3	$7.31M	Sell	42,946 -6,764	-14%	-$1.01M	1.31%	15
2025 Q2	$6.68M	Buy	49,710 +1,369	+3%	+$171K	1.28%	15
2025 Q1	$6.38M	Buy	48,341 +39,364	+438%	+$5.22M	1.3%	16
2024 Q4	$1.1M	Buy	8,977 +44	+0.5%	+$5.89K	0.23%	82
2024 Q3	$1.21M	Hold	8,933	–	–	0.26%	75
2024 Q2	$1.4M	Buy	8,933 +18	+0.2%	+$2.9K	0.32%	64
2024 Q1	$1.52M	Hold	8,915	–	–	0.35%	59
2023 Q4	$1.16M	Hold	8,915	–	–	0.29%	64
2023 Q3	$1.26M	Hold	8,915	–	–	0.34%	58
2023 Q2	$1.05M	Hold	8,915	–	–	0.28%	59
2023 Q1	$1.24M	Buy	+8,915	New	+$1.2M	0.35%	52
2022 Q2	–	Sell	-2,500	Closed	-$254K	–	152
2022 Q1	$254K	Hold	2,500	–	–	0.08%	125
2021 Q4	$207K	Buy	+2,500	New	+$186K	0.07%	143

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisory Resource Group's VLO Position: Q2 2026 in Review

Advisory Resource Group reduced its Valero Energy (VLO) stake by 18% in Q2 2026, selling an estimated $1.94M and leaving 34,657 shares worth $9.03M. The position accounts for 1.36% of the portfolio, ranked #15.

Advisory Resource Group first reported a position in VLO in Q4 2021 and has held it in 16 quarters since. The position peaked at $10.5M in Q1 2026. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Advisory Resource Group held 34,657 shares of Valero Energy worth $9.03M as of Q2 2026.
Advisory Resource Group sold 7,864 Valero Energy shares in Q2 2026, an estimated $1.94M.
Valero Energy made up 1.36% of Advisory Resource Group's portfolio in Q2 2026, its #15 holding.
Advisory Resource Group first reported a position in Valero Energy in Q4 2021 and has held it in 16 quarters since.
Advisory Resource Group's Valero Energy position peaked at $10.5M in Q1 2026.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.