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Archford Capital Strategies’s Valero Energy VLO Stock Holding History

Archford Capital Strategies’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 		$1.33M Sell
5,103
-122
-2% -$30K 0.13% 135
2026
Q1 		$1.29M Sell
5,225
-8
-0.2% -$1.65K 0.15% 140
2025
Q4 		$852K Sell
5,233
-18
-0.3% -$3.05K 0.1% 177
2025
Q3 		$894K Sell
5,251
-2,869
-35% -$428K 0.11% 179
2025
Q2 		$1.09M Sell
8,120
-12,629
-61% -$1.57M 0.14% 141
2025
Q1 		$2.74M Buy
20,749
+4,342
+26% +$576K 0.4% 68
2024
Q4 		$2.01M Buy
16,407
+696
+4% +$93.1K 0.3% 81
2024
Q3 		$2.22M Buy
15,711
+364
+2% +$52.9K 0.33% 77
2024
Q2 		$2.41M Buy
15,347
+6,202
+68% +$1M 0.39% 63
2024
Q1 		$1.56M Sell
9,145
-4
-0% -$573 0.26% 98
2023
Q4 		$1.19M Sell
9,149
-1,077
-11% -$137K 0.22% 116
2023
Q3 		$1.45M Sell
10,226
-219
-2% -$28.7K 0.29% 87
2023
Q2 		$1.31M Sell
10,445
-279
-3% -$32.4K 0.25% 95
2023
Q1 		$1.45M Sell
10,724
-997
-9% -$134K 0.3% 79
2022
Q4 		$1.49M Buy
11,721
+15
+0.1% +$1.88K 0.34% 76
2022
Q3 		$1.25M Buy
11,706
+114
+1% +$12.5K 0.32% 82
2022
Q2 		$1.23M Buy
11,592
+2,628
+29% +$311K 0.31% 85
2022
Q1 		$909K Buy
8,964
+1,524
+20% +$132K 0.2% 121
2021
Q4 		$559K Buy
7,440
+190
+3% +$14.2K 0.13% 171
2021
Q3 		$512K Buy
7,250
+1,125
+18% +$74.9K 0.12% 186
2021
Q2 		$478K Buy
6,125
+355
+6% +$27.5K 0.12% 183
2021
Q1 		$412K Buy
5,770
+119
+2% +$8.09K 0.11% 201
2020
Q4 		$326K Buy
5,651
+157
+3% +$7.7K 0.08% 225
2020
Q3 		$238K Buy
+5,494
New +$288K 0.06% 235
2019
Q3 		– Sell
-363
Closed -$31K – 508
2019
Q2 		$31K Buy
363
+200
+123% +$16.5K 0.01% 309
2019
Q1 		$14K Hold
163
– – 0.01% 367
2018
Q4 		$12K Hold
163
– – ﹤0.01% 366
2018
Q3 		$19K Hold
163
– – 0.01% 370
2018
Q2 		$18K Hold
163
– – 0.01% 380
2018
Q1 		$15K Buy
+163
New +$15.2K 0.01% 306
2017
Q2 		– Sell
-299
Closed -$20K – 614
2017
Q1 		$20K Hold
299
– – 0.01% 371
2016
Q4 		$20K Hold
299
– – 0.01% 324
2016
Q3 		$15K Hold
299
– – 0.01% 343
2016
Q2 		$15K Buy
+299
New +$16.9K 0.01% 349
2016
Q1 		– Sell
-299
Closed -$22K – 596
2015
Q4 		$22K Hold
299
– – 0.01% 366
2015
Q3 		$18K Hold
299
– – 0.01% 288
2015
Q2 		$19K Hold
299
– – 0.01% 280
2015
Q1 		$19K Sell
299
-12,510
-98% -$698K 0.01% 290
2014
Q4 		$634K Buy
12,809
+173
+1% +$8.38K 0.47% 69
2014
Q3 		$585K Sell
12,636
-39
-0.3% -$1.97K 0.47% 74
2014
Q2 		$635K Sell
12,675
-156
-1% -$8.6K 0.49% 70
2014
Q1 		$681K Buy
+12,831
New +$657K 0.57% 58

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Archford Capital Strategies's VLO Position: Q2 2026 in Review

Archford Capital Strategies reduced its Valero Energy (VLO) stake by 2.3% in Q2 2026, selling an estimated $30K and leaving 5,103 shares worth $1.33M. The position accounts for 0.13% of the portfolio, ranked #135.

Archford Capital Strategies first reported a position in VLO in Q1 2014 and has held it in 42 quarters since. The position peaked at $2.74M in Q1 2025. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Archford Capital Strategies held 5,103 shares of Valero Energy worth $1.33M as of Q2 2026.
  • Archford Capital Strategies sold 122 Valero Energy shares in Q2 2026, an estimated $30K.
  • Valero Energy made up 0.13% of Archford Capital Strategies's portfolio in Q2 2026, its #135 holding.
  • Archford Capital Strategies first reported a position in Valero Energy in Q1 2014 and has held it in 42 quarters since.
  • Archford Capital Strategies's Valero Energy position peaked at $2.74M in Q1 2025.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.