Avior Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.05M | Buy |
7,859
+230
| +3% | +$56.6K | 0.05% | 242 |
|
|
2026
Q1 | $1.89M | Buy |
7,629
+3,558
| +87% | +$733K | 0.05% | 262 |
|
|
2025
Q4 | $663K | Buy |
+4,071
| New | +$690K | 0.02% | 395 |
|
|
2025
Q2 | – | Sell |
-2,312
| Closed | -$305K | – | 783 |
|
|
2025
Q1 | $305K | Sell |
2,312
-717
| -24% | -$95.1K | 0.01% | 541 |
|
|
2024
Q4 | $371K | Sell |
3,029
-1
| -0% | -$134 | 0.01% | 531 |
|
|
2024
Q3 | $409K | Buy |
3,030
+1,029
| +51% | +$149K | 0.02% | 505 |
|
|
2024
Q2 | $312K | Sell |
2,001
-1,186
| -37% | -$191K | 0.01% | 561 |
|
|
2024
Q1 | $544K | Buy |
3,187
+2,999
| +1,595% | +$430K | 0.03% | 420 |
|
|
2023
Q4 | $24.6K | Sell |
188
-2
| -1% | -$254 | ﹤0.01% | 853 |
|
|
2023
Q3 | $27.1K | Sell |
190
-25
| -12% | -$3.27K | ﹤0.01% | 896 |
|
|
2023
Q2 | $25.2K | Buy |
215
+113
| +111% | +$13.1K | ﹤0.01% | 896 |
|
|
2023
Q1 | $14.2K | Buy |
102
+28
| +38% | +$3.76K | ﹤0.01% | 1000 |
|
|
2022
Q4 | $9.39K | Hold |
74
| – | – | ﹤0.01% | 864 |
|
|
2022
Q3 | $7K | Sell |
74
-440
| -86% | -$48.4K | ﹤0.01% | 906 |
|
|
2022
Q2 | $54K | Hold |
514
| – | – | 0.01% | 555 |
|
|
2022
Q1 | $52K | Buy |
514
+500
| +3,571% | +$43.4K | ﹤0.01% | 590 |
|
|
2021
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 1060 |
|
|
2021
Q3 | $0 | Sell |
14
-41
| -75% | -$2.73K | ﹤0.01% | 1188 |
|
|
2021
Q2 | $4K | Buy |
55
+41
| +293% | +$3.17K | ﹤0.01% | 855 |
|
|
2021
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 986 |
|
|
2020
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 1085 |
|
|
2020
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 995 |
|
|
2020
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 898 |
|
|
2019
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 771 |
|
|
2019
Q3 | $1K | Sell |
14
-42
| -75% | -$3.4K | ﹤0.01% | 759 |
|
|
2019
Q2 | $5K | Buy |
+56
| New | +$4.62K | ﹤0.01% | 655 |
|
|
2018
Q4 | – | Sell |
-26
| Closed | -$3K | – | 764 |
|
|
2018
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 675 |
|
|
2018
Q2 | $3K | Sell |
26
-5
| -16% | -$561 | ﹤0.01% | 703 |
|
|
2018
Q1 | $3K | Sell |
31
-21
| -40% | -$1.96K | ﹤0.01% | 680 |
|
|
2017
Q4 | $5K | Buy |
52
+31
| +148% | +$2.56K | ﹤0.01% | 651 |
|
|
2017
Q3 | $2K | Buy |
+21
| New | +$1.45K | ﹤0.01% | 468 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$13K | – | 491 |
|
|
2016
Q1 | $13K | Buy |
+200
| New | +$12.7K | 0.01% | 327 |
|
Other funds holding VLO
Avior Wealth Management's VLO Position: Q2 2026 in Review
Avior Wealth Management increased its Valero Energy (VLO) stake by 3% in Q2 2026, buying an estimated $56.6K and bringing the position to 7,859 shares worth $2.05M. The position accounts for 0.05% of the portfolio, ranked #242.
Avior Wealth Management first reported a position in VLO in Q1 2016 and has held it in 33 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Avior Wealth Management held 7,859 shares of Valero Energy worth $2.05M as of Q2 2026.
- Avior Wealth Management bought 230 Valero Energy shares in Q2 2026, an estimated $56.6K.
- Valero Energy made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #242 holding.
- Avior Wealth Management first reported a position in Valero Energy in Q1 2016 and has held it in 33 quarters since.
- 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.