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Bell Investment Advisors’s Valero Energy VLO Stock Holding History

Bell 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 		$33.6K Buy
129
+3
+2% +$739 ﹤0.01% 350
2026
Q1 		$31.1K Hold
126
– – ﹤0.01% 341
2025
Q4 		$20.5K Buy
126
+43
+52% +$7.29K ﹤0.01% 445
2025
Q3 		$14.1K Hold
83
– – ﹤0.01% 520
2025
Q2 		$11.2K Sell
83
-38
-31% -$4.74K ﹤0.01% 632
2025
Q1 		$16K Hold
121
– – ﹤0.01% 451
2024
Q4 		$14.8K Sell
121
-29
-19% -$3.88K ﹤0.01% 463
2024
Q3 		$20.3K Sell
150
-6
-4% -$871 ﹤0.01% 398
2024
Q2 		$24.5K Buy
156
+4
+3% +$645 ﹤0.01% 353
2024
Q1 		$25.9K Buy
152
+3
+2% +$430 0.01% 328
2023
Q4 		$19.4K Buy
149
+5
+3% +$636 ﹤0.01% 362
2023
Q3 		$20.4K Sell
144
-11
-7% -$1.44K ﹤0.01% 315
2023
Q2 		$18.2K Sell
155
-10
-6% -$1.16K ﹤0.01% 333
2023
Q1 		$23K Buy
165
+12
+8% +$1.61K 0.01% 278
2022
Q4 		$19.4K Buy
153
+8
+6% +$1K ﹤0.01% 311
2022
Q3 		$15K Buy
145
+4
+3% +$440 ﹤0.01% 318
2022
Q2 		$15K Buy
+141
New +$16.7K ﹤0.01% 335
2021
Q4 		$8K Buy
110
+7
+7% +$521 ﹤0.01% 580
2021
Q3 		$7K Buy
+103
New +$6.86K ﹤0.01% 597

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

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

Bell Investment Advisors increased its Valero Energy (VLO) stake by 2.4% in Q2 2026, buying an estimated $739 and bringing the position to 129 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Bell Investment Advisors first reported a position in VLO in Q3 2021 and has held it in 19 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Bell Investment Advisors held 129 shares of Valero Energy worth $33.6K as of Q2 2026.
  • Bell Investment Advisors bought 3 Valero Energy shares in Q2 2026, an estimated $739.
  • Valero Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #350 holding.
  • Bell Investment Advisors first reported a position in Valero Energy in Q3 2021 and has held it in 19 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.