Barnes Pettey Financial Advisors’s Valero Energy VLO Stock Holding History

Barnes Pettey Financial 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	$473K	Hold	1,816	–	–	0.15%	112
2026 Q1	$449K	Hold	1,816	–	–	0.2%	96
2025 Q4	$296K	Hold	1,816	–	–	0.15%	111
2025 Q3	$309K	Buy	1,816 +48	+3%	+$7.16K	0.17%	99
2025 Q2	$238K	Hold	1,768	–	–	0.16%	95
2025 Q1	$234K	Buy	+1,768	New	+$235K	0.18%	90
2024 Q4	–	Sell	-1,591	Closed	-$215K	–	105
2024 Q3	$215K	Hold	1,591	–	–	0.17%	95
2024 Q2	$249K	Sell	1,591 -100	-6%	-$16.1K	0.21%	77
2024 Q1	$289K	Sell	1,691 -700	-29%	-$100K	0.25%	71
2023 Q4	$311K	Hold	2,391	–	–	0.25%	68
2023 Q3	$339K	Hold	2,391	–	–	0.31%	65
2023 Q2	$280K	Hold	2,391	–	–	0.24%	79
2023 Q1	$334K	Sell	2,391 -800	-25%	-$107K	0.32%	66
2022 Q4	$405K	Buy	3,191 +431	+16%	+$54.1K	0.42%	56
2022 Q3	$295K	Hold	2,760	–	–	0.4%	66
2022 Q2	$293K	Buy	2,760 +500	+22%	+$59.2K	0.38%	65
2022 Q1	$229K	Buy	+2,260	New	+$196K	0.28%	81

Other funds holding VLO

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Barnes Pettey Financial Advisors's VLO Position: Q2 2026 in Review

Barnes Pettey Financial Advisors held its Valero Energy (VLO) position steady in Q2 2026 at 1,816 shares worth $473K. The position accounts for 0.15% of the portfolio, ranked #112.

Barnes Pettey Financial Advisors first reported a position in VLO in Q1 2022 and has held it in 17 quarters since. 1,212 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Barnes Pettey Financial Advisors held 1,816 shares of Valero Energy worth $473K as of Q2 2026.
Barnes Pettey Financial Advisors left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.15% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #112 holding.
Barnes Pettey Financial Advisors first reported a position in Valero Energy in Q1 2022 and has held it in 17 quarters since.
1,212 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.