Biltmore Wealth Management’s Valero Energy VLO Stock Holding History

Biltmore Wealth Management’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	$929K	Sell	3,569 -205	-5%	-$50.5K	0.29%	31
2026 Q1	$932K	Sell	3,774 -110	-3%	-$22.7K	0.33%	28
2025 Q4	$632K	Sell	3,884 -11	-0.3%	-$1.86K	0.24%	37
2025 Q3	$663K	Buy	+3,895	New	+$581K	0.25%	35
2020 Q2	–	Sell	-2,546	Closed	-$238K	–	59
2020 Q1	$238K	Hold	2,546	–	–	0.11%	46
2019 Q4	$238K	Sell	2,546 -61	-2%	-$5.76K	0.11%	46
2019 Q3	$222K	Buy	+2,607	New	+$211K	0.11%	45

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

Biltmore Wealth Management's VLO Position: Q2 2026 in Review

Biltmore Wealth Management reduced its Valero Energy (VLO) stake by 5.4% in Q2 2026, selling an estimated $50.5K and leaving 3,569 shares worth $929K. The position accounts for 0.29% of the portfolio, ranked #31.

Biltmore Wealth Management first reported a position in VLO in Q3 2019 and has held it in 7 quarters since. The position peaked at $932K in Q1 2026. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Biltmore Wealth Management held 3,569 shares of Valero Energy worth $929K as of Q2 2026.
Biltmore Wealth Management sold 205 Valero Energy shares in Q2 2026, an estimated $50.5K.
Valero Energy made up 0.29% of Biltmore Wealth Management's portfolio in Q2 2026, its #31 holding.
Biltmore Wealth Management first reported a position in Valero Energy in Q3 2019 and has held it in 7 quarters since.
Biltmore Wealth Management's Valero Energy position peaked at $932K in Q1 2026.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.