Arista Wealth Management’s Valero Energy VLO Stock Holding History

Arista 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	$1.35M	Buy	5,167 +1,605	+45%	+$395K	0.15%	86
2026 Q1	$880K	Sell	3,562 -2,000	-36%	-$412K	0.11%	111
2025 Q4	$905K	Buy	5,562 +2,000	+56%	+$339K	0.11%	95
2025 Q3	$606K	Hold	3,562	–	–	0.08%	128
2025 Q2	$479K	Buy	+3,562	New	+$444K	0.07%	147

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Arista Wealth Management increased its Valero Energy (VLO) stake by 45% in Q2 2026, buying an estimated $395K and bringing the position to 5,167 shares worth $1.35M. The position accounts for 0.15% of the portfolio, ranked #86.

Arista Wealth Management first reported a position in VLO in Q2 2025 and has held it in 5 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Arista Wealth Management held 5,167 shares of Valero Energy worth $1.35M as of Q2 2026.
Arista Wealth Management bought 1,605 Valero Energy shares in Q2 2026, an estimated $395K.
Valero Energy made up 0.15% of Arista Wealth Management's portfolio in Q2 2026, its #86 holding.
Arista Wealth Management first reported a position in Valero Energy in Q2 2025 and has held it in 5 quarters since.
1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.