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Angeles Wealth Management’s Valero Energy VLO Stock Holding History

Angeles Wealth Management’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 		$1.55M Buy
5,964
+2,777
+87% +$684K 0.07% 114
2026
Q1 		$787K Buy
3,187
+314
+11% +$64.7K 0.04% 166
2025
Q4 		$468K Buy
2,873
+22
+0.8% +$3.73K 0.03% 223
2025
Q3 		$485K Sell
2,851
-9
-0.3% -$1.34K 0.03% 189
2025
Q2 		$385K Buy
2,860
+397
+16% +$49.5K 0.03% 217
2025
Q1 		$325K Sell
2,463
-93
-4% -$12.3K 0.03% 191
2024
Q4 		$313K Buy
2,556
+116
+5% +$15.5K 0.03% 201
2024
Q3 		$329K Buy
2,440
+731
+43% +$106K 0.03% 184
2024
Q2 		$268K Buy
1,709
+269
+19% +$43.4K 0.03% 195
2024
Q1 		$246K Buy
+1,440
New +$206K 0.02% 191

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

Angeles Wealth Management's VLO Position: Q2 2026 in Review

Angeles Wealth Management increased its Valero Energy (VLO) stake by 87% in Q2 2026, buying an estimated $684K and bringing the position to 5,964 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #114.

Angeles Wealth Management first reported a position in VLO in Q1 2024 and has held it in 10 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Angeles Wealth Management held 5,964 shares of Valero Energy worth $1.55M as of Q2 2026.
  • Angeles Wealth Management bought 2,777 Valero Energy shares in Q2 2026, an estimated $684K.
  • Valero Energy made up 0.07% of Angeles Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Angeles Wealth Management first reported a position in Valero Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.