Capital Asset Advisory Services’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
Other funds holding VLO
Capital Asset Advisory Services's VLO Position: Q2 2026 in Review
Capital Asset Advisory Services reduced its Valero Energy (VLO) stake by 37% in Q2 2026, selling an estimated $166K and leaving 1,156 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #275.
Capital Asset Advisory Services first reported a position in VLO in Q4 2019 and has held it in 7 quarters since. The position peaked at $414K in Q1 2026. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Capital Asset Advisory Services held 1,156 shares of Valero Energy worth $301K as of Q2 2026.
- Capital Asset Advisory Services sold 674 Valero Energy shares in Q2 2026, an estimated $166K.
- Valero Energy made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #275 holding.
- Capital Asset Advisory Services first reported a position in Valero Energy in Q4 2019 and has held it in 7 quarters since.
- Capital Asset Advisory Services's Valero Energy position peaked at $414K in Q1 2026.
- 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.