Beacon Financial Advisory’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
Other funds holding VLO
Beacon Financial Advisory's VLO Position: Q2 2026 in Review
Beacon Financial Advisory increased its Valero Energy (VLO) stake by 1.1% in Q2 2026, buying an estimated $3.2K and bringing the position to 1,217 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #322.
Beacon Financial Advisory first reported a position in VLO in Q1 2024 and has held it in 5 quarters since. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Beacon Financial Advisory held 1,217 shares of Valero Energy worth $317K as of Q2 2026.
- Beacon Financial Advisory bought 13 Valero Energy shares in Q2 2026, an estimated $3.2K.
- Valero Energy made up 0.06% of Beacon Financial Advisory's portfolio in Q2 2026, its #322 holding.
- Beacon Financial Advisory first reported a position in Valero Energy in Q1 2024 and has held it in 5 quarters since.
- 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.