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Alaethes Wealth’s Valero Energy VLO Stock Holding History

Alaethes Wealth’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 		$1.84M Buy
+7,064
New +$1.74M 0.53% 61
2025
Q2 		– Sell
-11,660
Closed -$1.54M – 118
2025
Q1 		$1.54M Buy
11,660
+564
+5% +$74.8K 0.56% 64
2024
Q4 		$1.36M Buy
11,096
+11
+0.1% +$1.47K 0.49% 75
2024
Q3 		$1.5M Sell
11,085
-237
-2% -$34.4K 0.55% 76
2024
Q2 		$1.77M Buy
11,322
+109
+1% +$17.6K 0.73% 45
2024
Q1 		$1.91M Sell
11,213
-420
-4% -$60.2K 0.84% 43
2023
Q4 		$1.51M Buy
11,633
+330
+3% +$42K 0.72% 54
2023
Q3 		$1.6M Sell
11,303
-130
-1% -$17K 0.88% 34
2023
Q2 		$1.34M Buy
11,433
+194
+2% +$22.5K 0.74% 52
2023
Q1 		$1.57M Buy
11,239
+103
+0.9% +$13.8K 0.92% 32
2022
Q4 		$1.41M Sell
11,136
-259
-2% -$32.5K 0.97% 34
2022
Q3 		$1.22M Buy
+11,395
New +$1.25M 0.9% 34
2022
Q2 		– Sell
-114
Closed -$12K – 280
2022
Q1 		$12K Hold
114
– – 0.01% 216
2021
Q4 		$9K Hold
114
– – 0.01% 209
2021
Q3 		$8K Hold
114
– – 0.01% 203
2021
Q2 		$9K Buy
+114
New +$8.83K 0.01% 199

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alaethes Wealth's VLO Position: Q2 2026 in Review

Alaethes Wealth opened a new position in Valero Energy (VLO) in Q2 2026: 7,064 shares worth $1.84M. The stake represents 0.53% of the portfolio and ranks #61 among its holdings. This is a return to the name: Alaethes Wealth previously reported a position in VLO as recently as Q1 2025.

Alaethes Wealth first reported a position in VLO in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.91M in Q1 2024. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Alaethes Wealth held 7,064 shares of Valero Energy worth $1.84M as of Q2 2026.
  • Valero Energy was a new Alaethes Wealth position in Q2 2026.
  • Valero Energy made up 0.53% of Alaethes Wealth's portfolio in Q2 2026, its #61 holding.
  • Alaethes Wealth first reported a position in Valero Energy in Q2 2021 and has held it in 16 quarters since.
  • Alaethes Wealth's Valero Energy position peaked at $1.91M in Q1 2024.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.