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Aptus Capital Advisors’s Valero Energy VLO Stock Holding History

Aptus Capital Advisors’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 		$2.45M Buy
9,414
+3,361
+56% +$828K 0.02% 476
2026
Q1 		$1.5M Sell
6,053
-2,131
-26% -$439K 0.01% 515
2025
Q4 		$1.33M Buy
8,184
+386
+5% +$65.4K 0.01% 524
2025
Q3 		$1.33M Sell
7,798
-256
-3% -$38.2K 0.01% 500
2025
Q2 		$1.08M Sell
8,054
-784
-9% -$97.7K 0.01% 521
2025
Q1 		$1.17M Buy
8,838
+55
+0.6% +$7.3K 0.01% 481
2024
Q4 		$1.08M Buy
8,783
+3,198
+57% +$428K 0.01% 489
2024
Q3 		$754K Buy
5,585
+301
+6% +$43.7K 0.01% 462
2024
Q2 		$828K Buy
5,284
+202
+4% +$32.6K 0.01% 419
2024
Q1 		$867K Buy
5,082
+663
+15% +$95K 0.02% 416
2023
Q4 		$574K Sell
4,419
-139
-3% -$17.7K 0.02% 358
2023
Q3 		$646K Buy
4,558
+1,057
+30% +$138K 0.02% 343
2023
Q2 		$411K Sell
3,501
-491
-12% -$57.1K 0.01% 346
2023
Q1 		$557K Buy
3,992
+1,387
+53% +$186K 0.02% 311
2022
Q4 		$330K Sell
2,605
-407
-14% -$51.1K 0.01% 397
2022
Q3 		$322K Buy
3,012
+314
+12% +$34.6K 0.01% 374
2022
Q2 		$287K Sell
2,698
-12
-0.4% -$1.42K 0.01% 332
2022
Q1 		$275K Buy
+2,710
New +$235K 0.01% 373

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

Aptus Capital Advisors's VLO Position: Q2 2026 in Review

Aptus Capital Advisors increased its Valero Energy (VLO) stake by 56% in Q2 2026, buying an estimated $828K and bringing the position to 9,414 shares worth $2.45M. The position accounts for 0.02% of the portfolio, ranked #476.

Aptus Capital Advisors first reported a position in VLO in Q1 2022 and has held it in 18 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Aptus Capital Advisors held 9,414 shares of Valero Energy worth $2.45M as of Q2 2026.
  • Aptus Capital Advisors bought 3,361 Valero Energy shares in Q2 2026, an estimated $828K.
  • Valero Energy made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #476 holding.
  • Aptus Capital Advisors first reported a position in Valero Energy in Q1 2022 and has held it in 18 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.