AAS
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Ameritas Advisory Services’s Valero Energy VLO Stock Holding History

Ameritas Advisory Services’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 		$983K Buy
3,775
+1,634
+76% +$402K 0.02% 566
2026
Q1 		$529K Buy
2,141
+201
+10% +$41.4K 0.02% 556
2025
Q4 		$316K Sell
1,940
-181
-9% -$30.7K 0.01% 744
2025
Q3 		$361K Buy
2,121
+178
+9% +$26.5K 0.02% 479
2025
Q2 		$261K Sell
1,943
-1,181
-38% -$147K 0.01% 663
2025
Q1 		$390K Buy
3,124
+42
+1% +$5.57K 0.02% 627
2024
Q4 		$378K Sell
3,082
-40
-1% -$5.35K 0.01% 660
2024
Q3 		$422K Buy
3,122
+24
+0.8% +$3.48K 0.02% 590
2024
Q2 		$486K Buy
3,098
+11
+0.4% +$1.77K 0.02% 592
2024
Q1 		$495K Sell
3,087
-141
-4% -$20.2K 0.02% 556
2023
Q4 		$450K Sell
3,228
-141
-4% -$17.9K 0.02% 451
2023
Q3 		$458K Buy
3,369
+889
+36% +$116K 0.02% 516
2023
Q2 		$285K Buy
2,480
+367
+17% +$42.7K 0.04% 418
2023
Q1 		$281K Sell
2,113
-219
-9% -$29.4K 0.01% 659
2022
Q4 		$296K Buy
2,332
+325
+16% +$40.8K 0.01% 714
2022
Q3 		$214K Sell
2,007
-403
-17% -$44.3K 0.01% 696
2022
Q2 		$256K Buy
2,410
+176
+8% +$20.8K 0.01% 673
2022
Q1 		$227K Buy
+2,234
New +$194K 0.01% 756

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

Ameritas Advisory Services's VLO Position: Q2 2026 in Review

Ameritas Advisory Services increased its Valero Energy (VLO) stake by 76% in Q2 2026, buying an estimated $402K and bringing the position to 3,775 shares worth $983K. The position accounts for 0.02% of the portfolio, ranked #566.

Ameritas Advisory Services first reported a position in VLO in Q1 2022 and has held it in 18 quarters since. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Ameritas Advisory Services held 3,775 shares of Valero Energy worth $983K as of Q2 2026.
  • Ameritas Advisory Services bought 1,634 Valero Energy shares in Q2 2026, an estimated $402K.
  • Valero Energy made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #566 holding.
  • Ameritas Advisory Services first reported a position in Valero Energy in Q1 2022 and has held it in 18 quarters since.
  • 1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.