AWE
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Avidian Wealth Enterprises’s Valero Energy VLO Stock Holding History

Avidian Wealth Enterprises’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 		$2.7M Buy
10,373
+2,292
+28% +$564K 0.07% 168
2026
Q1 		$2M Buy
8,081
+18
+0.2% +$3.71K 0.06% 192
2025
Q4 		$1.31M Buy
8,063
+28
+0.3% +$4.74K 0.05% 187
2025
Q3 		$1.37M Buy
8,035
+1,382
+21% +$206K 0.05% 179
2025
Q2 		$894K Sell
6,653
-1,080
-14% -$135K 0.04% 216
2025
Q1 		$1.02M Sell
7,733
-1,459
-16% -$194K 0.05% 197
2024
Q4 		$1.13M Sell
9,192
-109
-1% -$14.6K 0.05% 170
2024
Q3 		$1.26M Sell
9,301
-32
-0.3% -$4.65K 0.06% 156
2024
Q2 		$1.46M Buy
9,333
+75
+0.8% +$12.1K 0.06% 147
2024
Q1 		$1.58M Buy
9,258
+167
+2% +$23.9K 0.08% 126
2023
Q4 		$1.18M Sell
9,091
-85
-0.9% -$10.8K 0.07% 149
2023
Q3 		$1.3M Sell
9,176
-589
-6% -$77.2K 0.09% 136
2023
Q2 		$1.15M Sell
9,765
-5,351
-35% -$622K 0.08% 160
2023
Q1 		$2.11M Buy
15,116
+372
+3% +$50K 0.12% 136
2022
Q4 		$1.87M Buy
14,744
+225
+2% +$28.2K 0.12% 127
2022
Q3 		$1.55M Sell
14,519
-875
-6% -$96.3K 0.11% 120
2022
Q2 		$1.64M Buy
15,394
+203
+1% +$24K 0.12% 123
2022
Q1 		$1.54M Buy
15,191
+35
+0.2% +$3.04K 0.09% 141
2021
Q4 		$1.14M Buy
15,156
+4,845
+47% +$361K 0.07% 169
2021
Q3 		$728K Buy
10,311
+2,192
+27% +$146K 0.06% 163
2021
Q2 		$634K Buy
8,119
+958
+13% +$74.2K 0.05% 181
2021
Q1 		$513K Buy
7,161
+1,226
+21% +$83.3K 0.04% 207
2020
Q4 		$336K Buy
5,935
+1,072
+22% +$52.6K 0.03% 241
2020
Q3 		$211K Buy
+4,863
New +$255K 0.02% 262

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

Avidian Wealth Enterprises's VLO Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Valero Energy (VLO) stake by 28% in Q2 2026, buying an estimated $564K and bringing the position to 10,373 shares worth $2.7M. The position accounts for 0.07% of the portfolio, ranked #168.

Avidian Wealth Enterprises first reported a position in VLO in Q3 2020 and has held it in 24 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Avidian Wealth Enterprises held 10,373 shares of Valero Energy worth $2.7M as of Q2 2026.
  • Avidian Wealth Enterprises bought 2,292 Valero Energy shares in Q2 2026, an estimated $564K.
  • Valero Energy made up 0.07% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #168 holding.
  • Avidian Wealth Enterprises first reported a position in Valero Energy in Q3 2020 and has held it in 24 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.