Basepoint Wealth’s Valero Energy VLO Stock Holding History

Basepoint Wealth’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	$57K	Buy	219 +1	+0.5%	+$246	0.03%	211
2026 Q1	$53.8K	Buy	218 +2	+0.9%	+$412	0.03%	206
2025 Q4	$35.2K	Buy	+216	New	+$36.6K	0.02%	244

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

Basepoint Wealth's VLO Position: Q2 2026 in Review

Basepoint Wealth increased its Valero Energy (VLO) stake by 0.46% in Q2 2026, buying an estimated $246 and bringing the position to 219 shares worth $57K. The position accounts for 0.03% of the portfolio, ranked #211.

Basepoint Wealth first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Basepoint Wealth held 219 shares of Valero Energy worth $57K as of Q2 2026.
Basepoint Wealth bought 1 Valero Energy share in Q2 2026, an estimated $246.
Valero Energy made up 0.03% of Basepoint Wealth's portfolio in Q2 2026, its #211 holding.
Basepoint Wealth first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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