Ark Wealth Advisors’s Valero Energy VLO Stock Holding History

Ark Wealth 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	$2.27M	Sell	8,714 -223	-2%	-$54.9K	2.01%	9
2026 Q1	$2.21M	Buy	8,937 +806	+10%	+$166K	2.19%	9
2025 Q4	$1.32M	Buy	+8,131	New	+$1.38M	1.42%	24

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

Ark Wealth Advisors's VLO Position: Q2 2026 in Review

Ark Wealth Advisors reduced its Valero Energy (VLO) stake by 2.5% in Q2 2026, selling an estimated $54.9K and leaving 8,714 shares worth $2.27M. The position accounts for 2.01% of the portfolio, ranked #9.

Ark Wealth Advisors first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Ark Wealth Advisors held 8,714 shares of Valero Energy worth $2.27M as of Q2 2026.
Ark Wealth Advisors sold 223 Valero Energy shares in Q2 2026, an estimated $54.9K.
Valero Energy made up 2.01% of Ark Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Ark Wealth Advisors first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Ark Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.