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Avion Wealth’s Valero Energy VLO Stock Holding History

Avion Wealth’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 		$50K Buy
194
+12
+7% +$2.96K 0.01% 250
2026
Q1 		$44K Buy
182
+8
+5% +$1.65K 0.01% 221
2025
Q4 		$28K Sell
174
-567
-77% -$96.1K 0.01% 288
2025
Q3 		$126K Buy
741
+106
+17% +$15.8K 0.03% 137
2025
Q2 		$85K Buy
635
+605
+2,017% +$75.4K 0.02% 159
2025
Q1 		$3K Hold
30
– – ﹤0.01% 679
2024
Q4 		$3K Buy
30
+1
+3% +$134 ﹤0.01% 676
2024
Q3 		$3K Sell
29
-9
-24% -$1.31K ﹤0.01% 648
2024
Q2 		$5K Sell
38
-5
-12% -$807 ﹤0.01% 481
2024
Q1 		$8K Buy
43
+15
+54% +$2.15K ﹤0.01% 366
2023
Q4 		$4K Sell
28
-4
-13% -$509 ﹤0.01% 457
2023
Q3 		$3K Buy
32
+7
+28% +$917 ﹤0.01% 439
2023
Q2 		$2K Buy
25
+10
+67% +$1.16K ﹤0.01% 507
2023
Q1 		$1K Buy
15
+4
+36% +$537 ﹤0.01% 493
2022
Q4 		$1K Hold
11
– – ﹤0.01% 449
2022
Q3 		$1K Hold
11
– – ﹤0.01% 495
2022
Q2 		$1K Buy
+11
New +$1.3K ﹤0.01% 498

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

Avion Wealth's VLO Position: Q2 2026 in Review

Avion Wealth increased its Valero Energy (VLO) stake by 6.6% in Q2 2026, buying an estimated $2.96K and bringing the position to 194 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #250.

Avion Wealth first reported a position in VLO in Q2 2022 and has held it in 17 quarters since. The position peaked at $126K in Q3 2025. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Avion Wealth held 194 shares of Valero Energy worth $50K as of Q2 2026.
  • Avion Wealth bought 12 Valero Energy shares in Q2 2026, an estimated $2.96K.
  • Valero Energy made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #250 holding.
  • Avion Wealth first reported a position in Valero Energy in Q2 2022 and has held it in 17 quarters since.
  • Avion Wealth's Valero Energy position peaked at $126K in Q3 2025.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.