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Baker Tilly Wealth Management’s Valero Energy VLO Stock Holding History

Baker Tilly 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 		$218K Buy
+838
New +$206K 0.05% 267
2024
Q3 		– Sell
-1,506
Closed -$236K – 290
2024
Q2 		$236K Sell
1,506
-1,141
-43% -$184K 0.1% 236
2024
Q1 		$452K Sell
2,647
-21
-0.8% -$3.01K 0.08% 278
2023
Q4 		$347K Buy
2,668
+41
+2% +$5.22K 0.06% 367
2023
Q3 		$372K Sell
2,627
-56
-2% -$7.34K 0.06% 325
2023
Q2 		$315K Sell
2,683
-642
-19% -$74.6K 0.03% 446
2023
Q1 		$464K Sell
3,325
-3,452
-51% -$464K 0.05% 355
2022
Q4 		$860K Sell
6,777
-18
-0.3% -$2.26K 0.11% 216
2022
Q3 		$726K Sell
6,795
-3,016
-31% -$332K 0.1% 222
2022
Q2 		$1.04M Sell
9,811
-370
-4% -$43.8K 0.14% 161
2022
Q1 		$1.03M Sell
10,181
-136
-1% -$11.8K 0.11% 189
2021
Q4 		$775K Sell
10,317
-1,461
-12% -$109K 0.08% 265
2021
Q3 		$831K Buy
11,778
+20
+0.2% +$1.33K 0.11% 196
2021
Q2 		$918K Buy
11,758
+7,341
+166% +$568K 0.15% 158
2021
Q1 		$316K Buy
4,417
+43
+1% +$2.92K 0.06% 349
2020
Q4 		$247K Buy
+4,374
New +$215K 0.08% 281

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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

Baker Tilly Wealth Management's VLO Position: Q2 2026 in Review

Baker Tilly Wealth Management opened a new position in Valero Energy (VLO) in Q2 2026: 838 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #267 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in VLO as recently as Q2 2024.

Baker Tilly Wealth Management first reported a position in VLO in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.04M in Q2 2022. 529 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Baker Tilly Wealth Management held 838 shares of Valero Energy worth $218K as of Q2 2026.
  • Valero Energy was a new Baker Tilly Wealth Management position in Q2 2026.
  • Valero Energy made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #267 holding.
  • Baker Tilly Wealth Management first reported a position in Valero Energy in Q4 2020 and has held it in 16 quarters since.
  • Baker Tilly Wealth Management's Valero Energy position peaked at $1.04M in Q2 2022.
  • 529 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.