AWM
VLO icon

Aprio Wealth Management’s Valero Energy VLO Stock Holding History

Aprio 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 		$1.13M Buy
4,335
+73
+2% +$18K 0.06% 212
2026
Q1 		$1.05M Buy
4,262
+164
+4% +$33.8K 0.06% 199
2025
Q4 		$667K Buy
4,098
+72
+2% +$12.2K 0.04% 263
2025
Q3 		$686K Buy
4,026
+78
+2% +$11.6K 0.07% 166
2025
Q2 		$531K Buy
+3,948
New +$492K 0.06% 178

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

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

Aprio Wealth Management increased its Valero Energy (VLO) stake by 1.7% in Q2 2026, buying an estimated $18K and bringing the position to 4,335 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #212.

Aprio Wealth Management first reported a position in VLO in Q2 2025 and has held it in 5 quarters since. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Aprio Wealth Management held 4,335 shares of Valero Energy worth $1.13M as of Q2 2026.
  • Aprio Wealth Management bought 73 Valero Energy shares in Q2 2026, an estimated $18K.
  • Valero Energy made up 0.06% of Aprio Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Aprio Wealth Management first reported a position in Valero Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.