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Carolina Wealth Advisors’s Valero Energy VLO Stock Holding History

Carolina Wealth Advisors’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 		$4.69K Hold
18
– – ﹤0.01% 244
2026
Q1 		$4.45K Buy
+18
New +$3.71K ﹤0.01% 236
2024
Q4 		– Sell
-13
Closed -$1.75K – 352
2024
Q3 		$1.75K Buy
+13
New +$1.89K ﹤0.01% 284

Other funds holding VLO

Robeco Institutional Asset Management
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carolina Wealth Advisors's VLO Position: Q2 2026 in Review

Carolina Wealth Advisors held its Valero Energy (VLO) position steady in Q2 2026 at 18 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Carolina Wealth Advisors first reported a position in VLO in Q3 2024 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Carolina Wealth Advisors held 18 shares of Valero Energy worth $4.69K as of Q2 2026.
  • Carolina Wealth Advisors left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #244 holding.
  • Carolina Wealth Advisors first reported a position in Valero Energy in Q3 2024 and has held it in 3 quarters since.
  • 435 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.