Atticus Wealth Management’s Valero Energy VLO Stock Holding History

Atticus 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	$485K	Buy	1,863 +2	+0.1%	+$492	0.12%	108
2026 Q1	$460K	Buy	1,861 +10	+0.5%	+$2.06K	0.12%	108
2025 Q4	$301K	Buy	1,851 +4	+0.2%	+$678	0.07%	157
2025 Q3	$314K	Buy	1,847 +720	+64%	+$107K	0.08%	157
2025 Q2	$151K	Buy	+1,127	New	+$140K	0.04%	196
2023 Q2	–	Sell	-159	Closed	-$22.2K	–	617
2023 Q1	$22.2K	Buy	+159	New	+$21.4K	0.01%	313

Other funds holding VLO

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Atticus Wealth Management increased its Valero Energy (VLO) stake by 0.11% in Q2 2026, buying an estimated $492 and bringing the position to 1,863 shares worth $485K. The position accounts for 0.12% of the portfolio, ranked #108.

Atticus Wealth Management first reported a position in VLO in Q1 2023 and has held it in 6 quarters since. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Atticus Wealth Management held 1,863 shares of Valero Energy worth $485K as of Q2 2026.
Atticus Wealth Management bought 2 Valero Energy shares in Q2 2026, an estimated $492.
Valero Energy made up 0.12% of Atticus Wealth Management's portfolio in Q2 2026, its #108 holding.
Atticus Wealth Management first reported a position in Valero Energy in Q1 2023 and has held it in 6 quarters since.
331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.