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Beacon Investment Advisors’s Valero Energy VLO Stock Holding History

Beacon Investment 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 		$4.44M Buy
17,061
+32
+0.2% +$7.88K 1.4% 18
2026
Q1 		$4.21M Buy
17,029
+5
+0% +$1.03K 1.59% 13
2025
Q4 		$2.77M Buy
17,024
+101
+0.6% +$17.1K 1.11% 27
2025
Q3 		$2.88M Buy
16,923
+247
+1% +$36.8K 1.18% 23
2025
Q2 		$2.25M Buy
16,676
+68
+0.4% +$8.47K 0.97% 28
2025
Q1 		$2.19M Buy
16,608
+82
+0.5% +$10.9K 1.04% 26
2024
Q4 		$2.03M Buy
16,526
+172
+1% +$23K 0.95% 28
2024
Q3 		$2.21M Buy
16,354
+109
+0.7% +$15.8K 1.04% 24
2024
Q2 		$2.55M Buy
16,245
+122
+0.8% +$19.7K 1.3% 19
2024
Q1 		$2.75M Buy
16,123
+536
+3% +$76.8K 1.57% 15
2023
Q4 		$2.03M Buy
15,587
+89
+0.6% +$11.3K 1.29% 21
2023
Q3 		$2.2M Buy
15,498
+57
+0.4% +$7.47K 1.55% 15
2023
Q2 		$1.81M Sell
15,441
-1
-0% -$116 1.24% 22
2023
Q1 		$2.16M Buy
15,442
+37
+0.2% +$4.97K 1.57% 14
2022
Q4 		$1.95M Buy
+15,405
New +$1.93M 1.63% 12

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

Beacon Investment Advisors's VLO Position: Q2 2026 in Review

Beacon Investment Advisors increased its Valero Energy (VLO) stake by 0.19% in Q2 2026, buying an estimated $7.88K and bringing the position to 17,061 shares worth $4.44M. The position accounts for 1.4% of the portfolio, ranked #18.

Beacon Investment Advisors first reported a position in VLO in Q4 2022 and has held it in 15 quarters since. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Beacon Investment Advisors held 17,061 shares of Valero Energy worth $4.44M as of Q2 2026.
  • Beacon Investment Advisors bought 32 Valero Energy shares in Q2 2026, an estimated $7.88K.
  • Valero Energy made up 1.4% of Beacon Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Beacon Investment Advisors first reported a position in Valero Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.