Badgley Phelps Wealth Managers’s Valero Energy VLO Stock Holding History

Badgley Phelps Wealth Managers’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	$40.5M	Sell	155,460 -6,776	-4%	-$1.67M	0.71%	37
2026 Q1	$40.1M	Buy	162,236 +7,380	+5%	+$1.52M	0.8%	33
2025 Q4	$25.2M	Buy	154,856 +6,404	+4%	+$1.08M	0.46%	54
2025 Q3	$25.3M	Buy	148,452 +969	+0.7%	+$145K	0.53%	49
2025 Q2	$19.8M	Buy	147,483 +1,728	+1%	+$215K	0.44%	60
2025 Q1	$19.2M	Buy	145,755 +2,078	+1%	+$276K	0.46%	64
2024 Q4	$17.6M	Sell	143,677 -4,600	-3%	-$615K	0.41%	65
2024 Q3	$20M	Buy	148,277 +989	+0.7%	+$144K	0.47%	68
2024 Q2	$23.1M	Buy	147,288 +1,625	+1%	+$262K	0.57%	54
2024 Q1	$24.9M	Buy	145,663 +2,531	+2%	+$363K	0.62%	48
2023 Q4	$18.6M	Buy	143,132 +13,275	+10%	+$1.69M	0.51%	62
2023 Q3	$18.4M	Buy	129,857 +1,394	+1%	+$183K	0.63%	56
2023 Q2	$15.1M	Sell	128,463 -612	-0.5%	-$71.1K	0.5%	68
2023 Q1	$18M	Sell	129,075 -37,779	-23%	-$5.08M	0.66%	52
2022 Q4	$21.2M	Buy	166,854 +2,040	+1%	+$256K	0.85%	38
2022 Q3	$17.6M	Buy	164,814 +1,879	+1%	+$207K	0.76%	40
2022 Q2	$17.3M	Buy	162,935 +4,575	+3%	+$542K	0.71%	48
2022 Q1	$16.1M	Buy	158,360 +8,390	+6%	+$728K	0.56%	59
2021 Q4	$11.3M	Sell	149,970 -4,217	-3%	-$314K	0.37%	89
2021 Q3	$10.9M	Buy	+154,187	New	+$10.3M	0.4%	87

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Badgley Phelps Wealth Managers's VLO Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Valero Energy (VLO) stake by 4.2% in Q2 2026, selling an estimated $1.67M and leaving 155,460 shares worth $40.5M. The position accounts for 0.71% of the portfolio, ranked #37.

Badgley Phelps Wealth Managers first reported a position in VLO in Q3 2021 and has held it in 20 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Badgley Phelps Wealth Managers held 155,460 shares of Valero Energy worth $40.5M as of Q2 2026.
Badgley Phelps Wealth Managers sold 6,776 Valero Energy shares in Q2 2026, an estimated $1.67M.
Valero Energy made up 0.71% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #37 holding.
Badgley Phelps Wealth Managers first reported a position in Valero Energy in Q3 2021 and has held it in 20 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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