Broadway Wealth Solutions’s Valero Energy VLO Stock Holding History

Broadway 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	$310K	Buy	1,190 +6	+0.5%	+$1.48K	0.14%	64
2026 Q1	$292K	Buy	+1,184	New	+$244K	0.15%	73
2025 Q4	–	Sell	-1,758	Closed	-$299K	–	100
2025 Q3	$299K	Sell	1,758 -106	-6%	-$15.8K	0.17%	68
2025 Q2	$251K	Buy	1,864 +69	+4%	+$8.6K	0.16%	80
2025 Q1	$237K	Buy	1,795 +4	+0.2%	+$531	0.17%	74
2024 Q4	$220K	Buy	+1,791	New	+$240K	0.17%	87

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

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 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

Broadway Wealth Solutions's VLO Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Valero Energy (VLO) stake by 0.51% in Q2 2026, buying an estimated $1.48K and bringing the position to 1,190 shares worth $310K. The position accounts for 0.14% of the portfolio, ranked #64.

Broadway Wealth Solutions first reported a position in VLO in Q4 2024 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Broadway Wealth Solutions held 1,190 shares of Valero Energy worth $310K as of Q2 2026.
Broadway Wealth Solutions bought 6 Valero Energy shares in Q2 2026, an estimated $1.48K.
Valero Energy made up 0.14% of Broadway Wealth Solutions's portfolio in Q2 2026, its #64 holding.
Broadway Wealth Solutions first reported a position in Valero Energy in Q4 2024 and has held it in 6 quarters since.
601 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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