Brady Martz Wealth Solutions’s Valero Energy VLO Stock Holding History

Brady Martz Wealth Solutions’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	$1.14M	Buy	4,394 +10	+0.2%	+$2.46K	0.17%	93
2026 Q1	$1.08M	Sell	4,384 -671	-13%	-$138K	0.18%	93
2025 Q4	$823K	Sell	5,055 -139	-3%	-$23.5K	0.14%	103
2025 Q3	$884K	Hold	5,194	–	–	0.16%	96
2025 Q2	$698K	Sell	5,194 -18	-0.3%	-$2.24K	0.14%	104
2025 Q1	$688K	Sell	5,212 -35	-0.7%	-$4.64K	0.16%	99
2024 Q4	$703K	Buy	+5,247	New	+$702K	0.17%	98

Other funds holding VLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Brady Martz Wealth Solutions's VLO Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Valero Energy (VLO) stake by 0.23% in Q2 2026, buying an estimated $2.46K and bringing the position to 4,394 shares worth $1.14M. The position accounts for 0.17% of the portfolio, ranked #93.

Brady Martz Wealth Solutions first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 513 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Brady Martz Wealth Solutions held 4,394 shares of Valero Energy worth $1.14M as of Q2 2026.
Brady Martz Wealth Solutions bought 10 Valero Energy shares in Q2 2026, an estimated $2.46K.
Valero Energy made up 0.17% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #93 holding.
Brady Martz Wealth Solutions first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
513 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.