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
2022
Q2 		– Sell
-27,000
Closed -$2.74M – 505
2022
Q1 		$2.74M Buy
+27,000
New +$2.34M 0.17% 101

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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. 821 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.
  • 821 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.