Axxcess Wealth Management’s Valero Energy VLO Stock Holding History

Axxcess Wealth Management’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	$705K	Buy	+2,707	New	+$667K	0.01%	621
2026 Q1	–	Sell	-6,146	Closed	-$1M	–	980
2025 Q4	$1M	Sell	6,146 -195	-3%	-$33K	0.02%	512
2025 Q3	$1.08M	Sell	6,341 -152	-2%	-$22.7K	0.02%	430
2025 Q2	$873K	Buy	6,493 +3,643	+128%	+$454K	0.02%	462
2025 Q1	$376K	Hold	2,850	–	–	0.01%	612
2024 Q4	$349K	Hold	2,850	–	–	0.01%	632
2024 Q3	$385K	Sell	2,850 -6,085	-68%	-$884K	0.01%	617
2024 Q2	$1.4M	Sell	8,935 -7,612	-46%	-$1.23M	0.04%	313
2024 Q1	$2.82M	Sell	16,547 -1,073	-6%	-$154K	0.08%	197
2023 Q4	$2.29M	Buy	17,620 +1,508	+9%	+$192K	0.07%	226
2023 Q3	$2.28M	Buy	+16,112	New	+$2.11M	0.08%	188
2023 Q2	–	Sell	-12,606	Closed	-$1.76M	–	690
2023 Q1	$1.76M	Buy	12,606 +2,920	+30%	+$392K	0.13%	153
2022 Q4	$1.23M	Buy	+9,686	New	+$1.22M	0.1%	194

Other funds holding VLO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Axxcess Wealth Management's VLO Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Valero Energy (VLO) in Q2 2026: 2,707 shares worth $705K. The stake represents 0.01% of the portfolio and ranks #621 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VLO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in VLO in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.82M in Q1 2024. 1,067 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Axxcess Wealth Management held 2,707 shares of Valero Energy worth $705K as of Q2 2026.
Valero Energy was a new Axxcess Wealth Management position in Q2 2026.
Valero Energy made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #621 holding.
Axxcess Wealth Management first reported a position in Valero Energy in Q4 2022 and has held it in 13 quarters since.
Axxcess Wealth Management's Valero Energy position peaked at $2.82M in Q1 2024.
1,067 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.