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Buckley Wealth Management’s Valero Energy VLO Stock Holding History

Buckley Wealth Management’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 		$1.57M Sell
6,024
-2,445
-29% -$602K 0.39% 51
2026
Q1 		$2.09M Sell
8,469
-775
-8% -$160K 0.53% 29
2025
Q4 		$1.5M Sell
9,244
-130
-1% -$22K 0.4% 44
2025
Q3 		$1.6M Sell
9,374
-111
-1% -$16.6K 0.44% 34
2025
Q2 		$1.27M Sell
9,485
-30
-0.3% -$3.74K 0.38% 49
2025
Q1 		$1.26M Buy
9,515
+1,240
+15% +$165K 0.39% 47
2024
Q4 		$1.01M Buy
8,275
+1,040
+14% +$139K 0.31% 60
2024
Q3 		$977K Buy
7,235
+350
+5% +$50.8K 0.3% 63
2024
Q2 		$1.08M Sell
6,885
-510
-7% -$82.3K 0.34% 53
2024
Q1 		$1.26M Sell
7,395
-5
-0.1% -$716 0.4% 44
2023
Q4 		$962K Sell
7,400
-215
-3% -$27.4K 0.33% 56
2023
Q3 		$1.08M Buy
7,615
+500
+7% +$65.5K 0.4% 40
2023
Q2 		$835K Buy
7,115
+20
+0.3% +$2.32K 0.28% 65
2023
Q1 		$990K Sell
7,095
-275
-4% -$36.9K 0.36% 45
2022
Q4 		$935K Sell
7,370
-1,505
-17% -$189K 0.34% 51
2022
Q3 		$948K Sell
8,875
-880
-9% -$96.8K 0.35% 47
2022
Q2 		$1.04M Sell
9,755
-2,635
-21% -$312K 0.33% 53
2022
Q1 		$1.26M Buy
+12,390
New +$1.07M 0.34% 52
2019
Q3 		– Sell
-2,650
Closed -$227K – 150
2019
Q2 		$227K Hold
2,650
– – 0.11% 138
2019
Q1 		$225K Buy
+2,650
New +$219K 0.11% 137
2018
Q4 		– Sell
-3,612
Closed -$411K – 151
2018
Q3 		$411K Sell
3,612
-116
-3% -$13.2K 0.18% 107
2018
Q2 		$413K Sell
3,728
-276
-7% -$31K 0.2% 104
2018
Q1 		$371K Buy
4,004
+508
+15% +$47.4K 0.18% 113
2017
Q4 		$321K Buy
+3,496
New +$288K 0.16% 126

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Buckley Wealth Management's VLO Position: Q2 2026 in Review

Buckley Wealth Management reduced its Valero Energy (VLO) stake by 29% in Q2 2026, selling an estimated $602K and leaving 6,024 shares worth $1.57M. The position accounts for 0.39% of the portfolio, ranked #51.

Buckley Wealth Management first reported a position in VLO in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.09M in Q1 2026. 1,963 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Buckley Wealth Management held 6,024 shares of Valero Energy worth $1.57M as of Q2 2026.
  • Buckley Wealth Management sold 2,445 Valero Energy shares in Q2 2026, an estimated $602K.
  • Valero Energy made up 0.39% of Buckley Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Buckley Wealth Management first reported a position in Valero Energy in Q4 2017 and has held it in 24 quarters since.
  • Buckley Wealth Management's Valero Energy position peaked at $2.09M in Q1 2026.
  • 1,963 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.