Alteri Wealth’s Valero Energy VLO Stock Holding History

Alteri 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	$212K	Buy	813 +3	+0.4%	+$739	0.06%	275
2026 Q1	$200K	Buy	+810	New	+$167K	0.06%	277

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

Alteri Wealth's VLO Position: Q2 2026 in Review

Alteri Wealth increased its Valero Energy (VLO) stake by 0.37% in Q2 2026, buying an estimated $739 and bringing the position to 813 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #275.

Alteri Wealth first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Alteri Wealth held 813 shares of Valero Energy worth $212K as of Q2 2026.
Alteri Wealth bought 3 Valero Energy shares in Q2 2026, an estimated $739.
Valero Energy made up 0.06% of Alteri Wealth's portfolio in Q2 2026, its #275 holding.
Alteri Wealth first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.