BOK Financial Private Wealth’s Valero Energy VLO Stock Holding History

BOK Financial Private 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	$21.6K	Buy	83 +33	+66%	+$8.13K	﹤0.01%	339
2026 Q1	$12.4K	Hold	50	–	–	﹤0.01%	337
2025 Q4	$8.14K	Buy	+50	New	+$8.47K	﹤0.01%	398
2025 Q1	–	Sell	-7	Closed	-$859	–	665
2024 Q4	$859	Buy	+7	New	+$936	﹤0.01%	520
2024 Q3	–	Sell	-375	Closed	-$58.8K	–	551
2024 Q2	$58.8K	Hold	375	–	–	﹤0.01%	241
2024 Q1	$64K	Buy	+375	New	+$53.7K	﹤0.01%	237
2023 Q2	–	Sell	-10	Closed	-$1.4K	–	465
2023 Q1	$1.4K	Buy	+10	New	+$1.34K	﹤0.01%	446

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

BOK Financial Private Wealth's VLO Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Valero Energy (VLO) stake by 66% in Q2 2026, buying an estimated $8.13K and bringing the position to 83 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

BOK Financial Private Wealth first reported a position in VLO in Q1 2023 and has held it in 7 quarters since. The position peaked at $64K in Q1 2024. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

BOK Financial Private Wealth held 83 shares of Valero Energy worth $21.6K as of Q2 2026.
BOK Financial Private Wealth bought 33 Valero Energy shares in Q2 2026, an estimated $8.13K.
Valero Energy made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #339 holding.
BOK Financial Private Wealth first reported a position in Valero Energy in Q1 2023 and has held it in 7 quarters since.
BOK Financial Private Wealth's Valero Energy position peaked at $64K in Q1 2024.
1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.