Beacon Financial Group’s Valero Energy VLO Stock Holding History

Beacon Financial 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	$270K	Buy	1,037 +4	+0.4%	+$985	0.02%	328
2026 Q1	$255K	Buy	+1,033	New	+$213K	0.03%	310
2018 Q3	–	Sell	-2,590	Closed	-$287K	–	192
2018 Q2	$287K	Sell	2,590 -1,451	-36%	-$163K	0.05%	173
2018 Q1	$375K	Sell	4,041 -413	-9%	-$38.6K	0.06%	153
2017 Q4	$409K	Sell	4,454 -38	-0.8%	-$3.13K	0.07%	144
2017 Q3	$346K	Sell	4,492 -626	-12%	-$43.1K	0.06%	150
2017 Q2	$343K	Sell	5,118 -315	-6%	-$20.4K	0.07%	153
2017 Q1	$359K	Sell	5,433 -516	-9%	-$34.5K	0.07%	148
2016 Q4	$406K	Buy	+5,949	New	+$366K	0.08%	137

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

Beacon Financial Group's VLO Position: Q2 2026 in Review

Beacon Financial Group increased its Valero Energy (VLO) stake by 0.39% in Q2 2026, buying an estimated $985 and bringing the position to 1,037 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #328.

Beacon Financial Group first reported a position in VLO in Q4 2016 and has held it in 9 quarters since. The position peaked at $409K in Q4 2017. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Beacon Financial Group held 1,037 shares of Valero Energy worth $270K as of Q2 2026.
Beacon Financial Group bought 4 Valero Energy shares in Q2 2026, an estimated $985.
Valero Energy made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #328 holding.
Beacon Financial Group first reported a position in Valero Energy in Q4 2016 and has held it in 9 quarters since.
Beacon Financial Group's Valero Energy position peaked at $409K in Q4 2017.
1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.