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Arkadios Wealth Advisors’s Valero Energy VLO Stock Holding History

Arkadios 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 		$2.67M Sell
10,265
-972
-9% -$239K 0.04% 434
2026
Q1 		$2.78M Sell
11,237
-1,273
-10% -$262K 0.05% 409
2025
Q4 		$2.04M Buy
12,510
+3,387
+37% +$574K 0.04% 442
2025
Q3 		$1.55M Buy
9,123
+465
+5% +$69.3K 0.04% 474
2025
Q2 		$1.16M Buy
8,658
+754
+10% +$94K 0.03% 513
2025
Q1 		$1.04M Buy
7,904
+3,324
+73% +$441K 0.04% 445
2024
Q4 		$561K Sell
4,580
-1,480
-24% -$198K 0.03% 502
2024
Q3 		$818K Sell
6,060
-317
-5% -$46K 0.05% 377
2024
Q2 		$1,000K Buy
6,377
+4,597
+258% +$742K 0.07% 283
2024
Q1 		$304K Buy
1,780
+90
+5% +$12.9K 0.02% 538
2023
Q4 		$220K Buy
1,690
+81
+5% +$10.3K 0.02% 622
2023
Q3 		$228K Buy
+1,609
New +$211K 0.02% 581
2023
Q2 		– Sell
-1,611
Closed -$225K – 642
2023
Q1 		$225K Sell
1,611
-170
-10% -$22.8K 0.03% 534
2022
Q4 		$226K Buy
+1,781
New +$224K 0.03% 485
2022
Q1 		– Sell
-3,650
Closed -$274K – 635
2021
Q4 		$274K Sell
3,650
-4,413
-55% -$329K 0.04% 473
2021
Q3 		$569K Sell
8,063
-386
-5% -$25.7K 0.08% 265
2021
Q2 		$659K Buy
8,449
+32
+0.4% +$2.48K 0.08% 275
2021
Q1 		$602K Buy
8,417
+4,125
+96% +$280K 0.1% 221
2020
Q4 		$242K Buy
4,292
+3,681
+602% +$181K 0.05% 293
2020
Q3 		$24.6K Sell
611
-215
-26% -$11.3K 0.01% 559
2020
Q2 		$44.9K Sell
826
-112
-12% -$6.69K 0.02% 395
2020
Q1 		$42.5K Sell
938
-112
-11% -$8.14K 0.03% 364
2019
Q4 		$87.9K Buy
+1,050
New +$99.2K 0.05% 244

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

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

Arkadios Wealth Advisors reduced its Valero Energy (VLO) stake by 8.6% in Q2 2026, selling an estimated $239K and leaving 10,265 shares worth $2.67M. The position accounts for 0.04% of the portfolio, ranked #434.

Arkadios Wealth Advisors first reported a position in VLO in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.78M in Q1 2026. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Arkadios Wealth Advisors held 10,265 shares of Valero Energy worth $2.67M as of Q2 2026.
  • Arkadios Wealth Advisors sold 972 Valero Energy shares in Q2 2026, an estimated $239K.
  • Valero Energy made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #434 holding.
  • Arkadios Wealth Advisors first reported a position in Valero Energy in Q4 2019 and has held it in 23 quarters since.
  • Arkadios Wealth Advisors's Valero Energy position peaked at $2.78M in Q1 2026.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.