BIP Wealth’s Valero Energy VLO Stock Holding History

BIP Wealth’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	$489K	Buy	1,879 +555	+42%	+$137K	0.01%	374
2026 Q1	$327K	Sell	1,324 -108	-8%	-$22.3K	0.01%	357
2025 Q4	$233K	Sell	1,432 -38	-3%	-$6.44K	0.01%	411
2025 Q3	$250K	Buy	+1,470	New	+$219K	0.01%	265

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

BIP Wealth's VLO Position: Q2 2026 in Review

BIP Wealth increased its Valero Energy (VLO) stake by 42% in Q2 2026, buying an estimated $137K and bringing the position to 1,879 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #374.

BIP Wealth first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

BIP Wealth held 1,879 shares of Valero Energy worth $489K as of Q2 2026.
BIP Wealth bought 555 Valero Energy shares in Q2 2026, an estimated $137K.
Valero Energy made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #374 holding.
BIP Wealth first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.