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Blue Zone Wealth Advisors’s Valero Energy VLO Stock Holding History

Blue Zone Wealth 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 		$261K Hold
1,003
– – 0.05% 109
2026
Q1 		$248K Buy
+1,003
New +$207K 0.05% 117

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Blue Zone Wealth Advisors's VLO Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its Valero Energy (VLO) position steady in Q2 2026 at 1,003 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #109.

Blue Zone Wealth Advisors first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Blue Zone Wealth Advisors held 1,003 shares of Valero Energy worth $261K as of Q2 2026.
  • Blue Zone Wealth Advisors left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.05% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Blue Zone Wealth Advisors first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.