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Asset One Wealth Management’s Valero Energy VLO Stock Holding History

Asset One 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 		$410K Sell
1,401
-162
-10% -$39.9K 0.04% 245
2026
Q1 		$365K Sell
1,563
-39
-2% -$8.04K 0.04% 250
2025
Q4 		$289K Buy
+1,602
New +$271K 0.04% 227

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

Asset One Wealth Management's VLO Position: Q2 2026 in Review

Asset One Wealth Management reduced its Valero Energy (VLO) stake by 10% in Q2 2026, selling an estimated $39.9K and leaving 1,401 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #245.

Asset One Wealth Management first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Asset One Wealth Management held 1,401 shares of Valero Energy worth $410K as of Q2 2026.
  • Asset One Wealth Management sold 162 Valero Energy shares in Q2 2026, an estimated $39.9K.
  • Valero Energy made up 0.04% of Asset One Wealth Management's portfolio in Q2 2026, its #245 holding.
  • Asset One Wealth Management first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.