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ARS Wealth Advisors Group’s Valero Energy VLO Stock Holding History

ARS Wealth Advisors Group’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 		$729K Hold
2,800
– – 0.06% 110
2026
Q1 		$692K Hold
2,800
– – 0.06% 108
2025
Q4 		$456K Hold
2,800
– – 0.04% 117
2025
Q3 		$477K Hold
2,800
– – 0.05% 113
2025
Q2 		$376K Sell
2,800
-100
-3% -$12.5K 0.04% 119
2025
Q1 		$383K Sell
2,900
-100
-3% -$13.3K 0.05% 102
2024
Q4 		$368K Sell
3,000
-285
-9% -$38.1K 0.05% 104
2024
Q3 		$444K Buy
3,285
+285
+10% +$41.4K 0.05% 105
2024
Q2 		$470K Sell
3,000
-50
-2% -$8.07K 0.06% 101
2024
Q1 		$521K Buy
3,050
+250
+9% +$35.8K 0.07% 95
2023
Q4 		$364K Hold
2,800
– – 0.05% 107
2023
Q3 		$397K Hold
2,800
– – 0.07% 100
2023
Q2 		$328K Hold
2,800
– – 0.05% 108
2023
Q1 		$391K Buy
+2,800
New +$376K 0.07% 88

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

ARS Wealth Advisors Group's VLO Position: Q2 2026 in Review

ARS Wealth Advisors Group held its Valero Energy (VLO) position steady in Q2 2026 at 2,800 shares worth $729K. The position accounts for 0.06% of the portfolio, ranked #110.

ARS Wealth Advisors Group first reported a position in VLO in Q1 2023 and has held it in 14 quarters since. 731 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • ARS Wealth Advisors Group held 2,800 shares of Valero Energy worth $729K as of Q2 2026.
  • ARS Wealth Advisors Group left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.06% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #110 holding.
  • ARS Wealth Advisors Group first reported a position in Valero Energy in Q1 2023 and has held it in 14 quarters since.
  • 731 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.