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Basecamp Wealth Advisors’s Valero Energy VLO Stock Holding History

Basecamp 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 		$391K Sell
1,502
-9
-0.6% -$2.22K 0.07% 154
2026
Q1 		$373K Hold
1,511
– – 0.08% 158
2025
Q4 		$246K Buy
+1,511
New +$256K 0.05% 197

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

Basecamp Wealth Advisors's VLO Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Valero Energy (VLO) stake by 0.6% in Q2 2026, selling an estimated $2.22K and leaving 1,502 shares worth $391K. The position accounts for 0.07% of the portfolio, ranked #154.

Basecamp Wealth Advisors first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 1,960 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Basecamp Wealth Advisors held 1,502 shares of Valero Energy worth $391K as of Q2 2026.
  • Basecamp Wealth Advisors sold 9 Valero Energy shares in Q2 2026, an estimated $2.22K.
  • Valero Energy made up 0.07% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • Basecamp Wealth Advisors first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,960 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.