BWG
VLO icon

Balanced Wealth Group’s Valero Energy VLO Stock Holding History

Balanced Wealth Group’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 		$454K Buy
1,742
+9
+0.5% +$2.22K 0.14% 56
2026
Q1 		$428K Buy
1,733
+21
+1% +$4.33K 0.15% 51
2025
Q4 		$287K Buy
1,712
+13
+0.8% +$2.2K 0.11% 64
2025
Q3 		$235K Hold
1,699
– – 0.1% 68
2025
Q2 		$233K Buy
1,699
+13
+0.8% +$1.62K 0.1% 68
2025
Q1 		$223K Buy
1,686
+15
+0.9% +$1.99K 0.11% 62
2024
Q4 		$222K Buy
1,671
+15
+0.9% +$2.01K 0.1% 63
2024
Q3 		$224K Buy
1,656
+12
+0.7% +$1.74K 0.1% 64
2024
Q2 		$260K Buy
1,644
+11
+0.7% +$1.77K 0.12% 58
2024
Q1 		$259K Buy
1,633
+12
+0.7% +$1.72K 0.12% 62
2023
Q4 		$211K Buy
+1,621
New +$206K 0.11% 60

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

Balanced Wealth Group's VLO Position: Q2 2026 in Review

Balanced Wealth Group increased its Valero Energy (VLO) stake by 0.52% in Q2 2026, buying an estimated $2.22K and bringing the position to 1,742 shares worth $454K. The position accounts for 0.14% of the portfolio, ranked #56.

Balanced Wealth Group first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Balanced Wealth Group held 1,742 shares of Valero Energy worth $454K as of Q2 2026.
  • Balanced Wealth Group bought 9 Valero Energy shares in Q2 2026, an estimated $2.22K.
  • Valero Energy made up 0.14% of Balanced Wealth Group's portfolio in Q2 2026, its #56 holding.
  • Balanced Wealth Group first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.