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Apella Capital’s Valero Energy VLO Stock Holding History

Apella Capital’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 		$1.81M Buy
6,782
+481
+8% +$118K 0.03% 280
2026
Q1 		$1.41M Buy
6,301
+4,195
+199% +$865K 0.02% 305
2025
Q4 		$343K Buy
2,106
+15
+0.7% +$2.54K 0.01% 417
2025
Q3 		$327K Buy
2,091
+366
+21% +$54.6K 0.01% 381
2025
Q2 		$248K Sell
1,725
-43
-2% -$5.36K 0.01% 381
2025
Q1 		$205K Sell
1,768
-42
-2% -$5.57K 0.01% 372
2024
Q4 		$222K Buy
1,810
+7
+0.4% +$936 0.01% 323
2024
Q3 		$245K Sell
1,803
-30
-2% -$4.36K 0.01% 291
2024
Q2 		$268K Sell
1,833
-34
-2% -$5.49K 0.01% 270
2024
Q1 		$329K Sell
1,867
-94
-5% -$13.5K 0.02% 232
2023
Q4 		$255K Sell
1,961
-190
-9% -$24.2K 0.01% 255
2023
Q3 		$305K Buy
2,151
+65
+3% +$8.52K 0.02% 213
2023
Q2 		$245K Buy
+2,086
New +$242K 0.02% 232
2022
Q4 		$223K Buy
+1,754
New +$220K 0.02% 213

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Apella Capital's VLO Position: Q2 2026 in Review

Apella Capital increased its Valero Energy (VLO) stake by 7.6% in Q2 2026, buying an estimated $118K and bringing the position to 6,782 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #280.

Apella Capital first reported a position in VLO in Q4 2022 and has held it in 14 quarters since. 346 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Apella Capital held 6,782 shares of Valero Energy worth $1.81M as of Q2 2026.
  • Apella Capital bought 481 Valero Energy shares in Q2 2026, an estimated $118K.
  • Valero Energy made up 0.03% of Apella Capital's portfolio in Q2 2026, its #280 holding.
  • Apella Capital first reported a position in Valero Energy in Q4 2022 and has held it in 14 quarters since.
  • 346 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.