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B. Riley Wealth Advisors’s Valero Energy VLO Stock Holding History

B. Riley Wealth Advisors’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 		$465K Buy
1,747
+246
+16% +$60.6K 0.02% 494
2026
Q1 		$376K Sell
1,501
-447
-23% -$92.2K 0.02% 515
2025
Q4 		$317K Buy
1,948
+78
+4% +$13.2K 0.01% 693
2025
Q3 		$318K Sell
1,870
-383
-17% -$57.1K 0.01% 704
2025
Q2 		$303K Buy
+2,253
New +$281K 0.01% 713
2024
Q4 		$1.54M Buy
12,537
+933
+8% +$125K 0.05% 330
2024
Q3 		$1.6M Sell
11,604
-1,740
-13% -$253K 0.04% 376
2024
Q2 		$2.09M Buy
13,344
+1,880
+16% +$303K 0.05% 326
2024
Q1 		$1.62M Buy
11,464
+248
+2% +$35.5K 0.04% 408
2023
Q4 		$1.46M Sell
11,216
-248
-2% -$31.6K 0.04% 434
2023
Q3 		$1.62M Sell
11,464
-59
-0.5% -$7.73K 0.04% 408
2023
Q2 		$1.35M Sell
11,523
-462
-4% -$53.7K 0.03% 472
2023
Q1 		$1.67M Sell
11,985
-745
-6% -$100K 0.04% 392
2022
Q4 		$1.61M Buy
12,730
+1,012
+9% +$127K 0.05% 396
2022
Q3 		$1.25M Buy
11,718
+2,061
+21% +$227K 0.04% 435
2022
Q2 		$1.03M Sell
9,657
-1,045
-10% -$124K 0.04% 413
2022
Q1 		$1.09M Sell
10,702
-2,695
-20% -$234K 0.04% 459
2021
Q4 		$1.01M Buy
13,397
+1,232
+10% +$91.8K 0.03% 532
2021
Q3 		$865K Buy
12,165
+4,570
+60% +$304K 0.03% 568
2021
Q2 		$588K Buy
7,595
+2,563
+51% +$198K 0.02% 692
2021
Q1 		$347K Sell
5,032
-529
-10% -$36K 0.01% 917
2020
Q4 		$315K Sell
5,561
-4,968
-47% -$244K 0.02% 728
2020
Q3 		$499K Sell
10,529
-10,906
-51% -$571K 0.03% 532
2020
Q2 		$1.26M Buy
21,435
+181
+0.9% +$10.8K 0.08% 239
2020
Q1 		$964K Buy
21,254
+8,131
+62% +$591K 0.08% 247
2019
Q4 		$1.23M Buy
13,123
+1,719
+15% +$162K 0.1% 209
2019
Q3 		$974K Buy
11,404
+4,389
+63% +$355K 0.1% 226
2019
Q2 		$602K Buy
7,015
+1,663
+31% +$137K 0.07% 311
2019
Q1 		$455K Sell
5,352
-2,606
-33% -$215K 0.06% 368
2018
Q4 		$599K Sell
7,958
-770
-9% -$67.6K 0.09% 254
2018
Q3 		$994K Sell
8,728
-226
-3% -$25.7K 0.12% 192
2018
Q2 		$994K Buy
8,954
+1,677
+23% +$188K 0.13% 182
2018
Q1 		$676K Sell
7,277
-576
-7% -$53.8K 0.09% 232
2017
Q4 		$723K Buy
7,853
+2,893
+58% +$239K 0.1% 233
2017
Q3 		$383K Sell
4,960
-95
-2% -$6.54K 0.06% 323
2017
Q2 		$342K Buy
5,055
+387
+8% +$25.1K 0.06% 327
2017
Q1 		$310K Sell
4,668
-609
-12% -$40.8K 0.06% 330
2016
Q4 		$361K Buy
5,277
+623
+13% +$38.3K 0.07% 308
2016
Q3 		$248K Buy
+4,654
New +$248K 0.05% 463
2016
Q1 		– Sell
-3,160
Closed -$224K – 617
2015
Q4 		$224K Sell
3,160
-415
-12% -$28.3K 0.05% 456
2015
Q3 		$215K Buy
+3,575
New +$227K 0.05% 456
2015
Q1 		– Sell
-2,725
Closed -$135 – 1948
2014
Q4 		$135 Buy
+2,725
New +$132K ﹤0.01% 1567
2014
Q3 		– Sell
-2,025
Closed -$101K – 1855
2014
Q2 		$101K Sell
2,025
-25
-1% -$1.38K 0.02% 717
2014
Q1 		$109K Sell
2,050
-1,638
-44% -$83.9K 0.03% 591
2013
Q4 		$186K Sell
3,688
-800
-18% -$33.7K 0.06% 364
2013
Q3 		$153K Buy
4,488
+1,550
+53% +$54.8K 0.05% 420
2013
Q2 		$102K Buy
+2,938
New +$112K 0.03% 542

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors's VLO Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Valero Energy (VLO) stake by 16% in Q2 2026, buying an estimated $60.6K and bringing the position to 1,747 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #494.

B. Riley Wealth Advisors first reported a position in VLO in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.09M in Q2 2024. 435 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • B. Riley Wealth Advisors held 1,747 shares of Valero Energy worth $465K as of Q2 2026.
  • B. Riley Wealth Advisors bought 246 Valero Energy shares in Q2 2026, an estimated $60.6K.
  • Valero Energy made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #494 holding.
  • B. Riley Wealth Advisors first reported a position in Valero Energy in Q2 2013 and has held it in 47 quarters since.
  • B. Riley Wealth Advisors's Valero Energy position peaked at $2.09M in Q2 2024.
  • 435 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.