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AXS Investments’s Valero Energy VLO Stock Holding History

AXS Investments’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 		$30K Sell
115
-24
-17% -$5.91K 0.01% 173
2026
Q1 		$34.3K Sell
139
-60
-30% -$12.4K 0.01% 168
2025
Q4 		$32.4K Buy
+199
New +$33.7K 0.01% 184
2024
Q1 		– Sell
-205
Closed -$26.6K – 423
2023
Q4 		$26.6K Sell
205
-35
-15% -$4.45K 0.01% 378
2023
Q3 		$34K Sell
240
-175
-42% -$22.9K 0.01% 351
2023
Q2 		$48.7K Sell
415
-1,236
-75% -$144K 0.01% 347
2023
Q1 		$230K Buy
1,651
+1,420
+615% +$191K 0.08% 203
2022
Q4 		$29.3K Sell
231
-2,826
-92% -$355K 0.01% 310
2022
Q3 		$327K Buy
+3,057
New +$336K 0.13% 184

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

AXS Investments's VLO Position: Q2 2026 in Review

AXS Investments reduced its Valero Energy (VLO) stake by 17% in Q2 2026, selling an estimated $5.91K and leaving 115 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #173.

AXS Investments first reported a position in VLO in Q3 2022 and has held it in 9 quarters since. The position peaked at $327K in Q3 2022. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • AXS Investments held 115 shares of Valero Energy worth $30K as of Q2 2026.
  • AXS Investments sold 24 Valero Energy shares in Q2 2026, an estimated $5.91K.
  • Valero Energy made up 0.01% of AXS Investments's portfolio in Q2 2026, its #173 holding.
  • AXS Investments first reported a position in Valero Energy in Q3 2022 and has held it in 9 quarters since.
  • AXS Investments's Valero Energy position peaked at $327K in Q3 2022.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.