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Bullock Wealth Management’s Valero Energy VLO Stock Holding History

Bullock 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 		$740K Buy
2,746
+311
+13% +$76.6K 0.32% 77
2026
Q1 		$588K Buy
2,435
+365
+18% +$75.2K 0.3% 81
2025
Q4 		$337K Buy
2,070
+22
+1% +$3.73K 0.16% 123
2025
Q3 		$343K Sell
2,048
-4
-0.2% -$597 0.17% 112
2025
Q2 		$283K Sell
2,052
-188
-8% -$23.4K 0.15% 121
2025
Q1 		$300K Buy
2,240
+93
+4% +$12.3K 0.17% 114
2024
Q4 		$263K Buy
2,147
+492
+30% +$65.8K 0.15% 120
2024
Q3 		$228K Buy
1,655
+80
+5% +$11.6K 0.14% 129
2024
Q2 		$249K Buy
1,575
+10
+0.6% +$1.61K 0.16% 116
2024
Q1 		$270K Buy
+1,565
New +$224K 0.18% 115

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management increased its Valero Energy (VLO) stake by 13% in Q2 2026, buying an estimated $76.6K and bringing the position to 2,746 shares worth $740K. The position accounts for 0.32% of the portfolio, ranked #77.

Bullock Wealth Management first reported a position in VLO in Q1 2024 and has held it in 10 quarters since. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Bullock Wealth Management held 2,746 shares of Valero Energy worth $740K as of Q2 2026.
  • Bullock Wealth Management bought 311 Valero Energy shares in Q2 2026, an estimated $76.6K.
  • Valero Energy made up 0.32% of Bullock Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Bullock Wealth Management first reported a position in Valero Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.