Checchi Capital Advisers’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.27M | Sell |
4,895
-128
| -3% | -$31.5K | 0.06% | 178 |
|
|
2026
Q1 | $1.24M | Buy |
5,023
+187
| +4% | +$38.6K | 0.06% | 184 |
|
|
2025
Q4 | $787K | Buy |
4,836
+7
| +0.1% | +$1.19K | 0.04% | 239 |
|
|
2025
Q3 | $822K | Sell |
4,829
-313
| -6% | -$46.7K | 0.04% | 236 |
|
|
2025
Q2 | $691K | Sell |
5,142
-872
| -14% | -$109K | 0.04% | 277 |
|
|
2025
Q1 | $794K | Buy |
6,014
+281
| +5% | +$37.3K | 0.04% | 250 |
|
|
2024
Q4 | $703K | Buy |
5,733
+164
| +3% | +$21.9K | 0.04% | 255 |
|
|
2024
Q3 | $752K | Sell |
5,569
-210
| -4% | -$30.5K | 0.04% | 241 |
|
|
2024
Q2 | $906K | Buy |
5,779
+28
| +0.5% | +$4.52K | 0.05% | 204 |
|
|
2024
Q1 | $982K | Sell |
5,751
-55
| -0.9% | -$7.88K | 0.08% | 199 |
|
|
2023
Q4 | $755K | Buy |
5,806
+121
| +2% | +$15.4K | 0.06% | 226 |
|
|
2023
Q3 | $806K | Sell |
5,685
-562
| -9% | -$73.6K | 0.07% | 201 |
|
|
2023
Q2 | $733K | Buy |
6,247
+254
| +4% | +$29.5K | 0.07% | 218 |
|
|
2023
Q1 | $837K | Buy |
5,993
+250
| +4% | +$33.6K | 0.08% | 191 |
|
|
2022
Q4 | $729K | Sell |
5,743
-110
| -2% | -$13.8K | 0.08% | 203 |
|
|
2022
Q3 | $625K | Buy |
5,853
+53
| +0.9% | +$5.83K | 0.06% | 220 |
|
|
2022
Q2 | $642K | Sell |
5,800
-1,721
| -23% | -$204K | 0.06% | 243 |
|
|
2022
Q1 | $764K | Buy |
7,521
+3,507
| +87% | +$304K | 0.07% | 193 |
|
|
2021
Q4 | $302K | Buy |
4,014
+188
| +5% | +$14K | 0.03% | 384 |
|
|
2021
Q3 | $270K | Buy |
3,826
+19
| +0.5% | +$1.26K | 0.03% | 398 |
|
|
2021
Q2 | $297K | Sell |
3,807
-135
| -3% | -$10.5K | 0.03% | 373 |
|
|
2021
Q1 | $282K | Sell |
3,942
-19
| -0.5% | -$1.29K | 0.03% | 384 |
|
|
2020
Q4 | $224K | Buy |
+3,961
| New | +$194K | 0.02% | 429 |
|
|
2020
Q3 | – | Sell |
-3,422
| Closed | -$201K | – | 482 |
|
|
2020
Q2 | $201K | Buy |
+3,422
| New | +$204K | 0.02% | 414 |
|
|
2020
Q1 | – | Sell |
-3,900
| Closed | -$365K | – | 464 |
|
|
2019
Q4 | $365K | Buy |
3,900
+76
| +2% | +$7.18K | 0.05% | 258 |
|
|
2019
Q3 | $326K | Sell |
3,824
-137
| -3% | -$11.1K | 0.04% | 277 |
|
|
2019
Q2 | $339K | Sell |
3,961
-154
| -4% | -$12.7K | 0.04% | 274 |
|
|
2019
Q1 | $349K | Sell |
4,115
-135
| -3% | -$11.2K | 0.04% | 256 |
|
|
2018
Q4 | $319K | Sell |
4,250
-481
| -10% | -$42.3K | 0.04% | 248 |
|
|
2018
Q3 | $538K | Buy |
4,731
+379
| +9% | +$43K | 0.06% | 196 |
|
|
2018
Q2 | $482K | Buy |
4,352
+44
| +1% | +$4.94K | 0.06% | 200 |
|
|
2018
Q1 | $400K | Buy |
4,308
+97
| +2% | +$9.05K | 0.05% | 228 |
|
|
2017
Q4 | $387K | Sell |
4,211
-7
| -0.2% | -$577 | 0.05% | 250 |
|
|
2017
Q3 | $325K | Buy |
4,218
+261
| +7% | +$18K | 0.03% | 253 |
|
|
2017
Q2 | $267K | Sell |
3,957
-188
| -5% | -$12.2K | 0.03% | 301 |
|
|
2017
Q1 | $275K | Sell |
4,145
-243
| -6% | -$16.3K | 0.03% | 305 |
|
|
2016
Q4 | $300K | Buy |
4,388
+161
| +4% | +$9.91K | 0.04% | 272 |
|
|
2016
Q3 | $224K | Sell |
4,227
-424
| -9% | -$22.6K | 0.03% | 333 |
|
|
2016
Q2 | $237K | Sell |
4,651
-649
| -12% | -$36.7K | 0.03% | 297 |
|
|
2016
Q1 | $340K | Buy |
5,300
+240
| +5% | +$15.3K | 0.08% | 216 |
|
|
2015
Q4 | $358K | Buy |
5,060
+855
| +20% | +$58.3K | 0.09% | 201 |
|
|
2015
Q3 | $253K | Buy |
4,205
+371
| +10% | +$23.6K | 0.07% | 257 |
|
|
2015
Q2 | $240K | Buy |
3,834
+404
| +12% | +$23.9K | 0.06% | 293 |
|
|
2015
Q1 | $218K | Buy |
+3,430
| New | +$191K | 0.06% | 305 |
|
Other funds holding VLO
Checchi Capital Advisers's VLO Position: Q2 2026 in Review
Checchi Capital Advisers reduced its Valero Energy (VLO) stake by 2.5% in Q2 2026, selling an estimated $31.5K and leaving 4,895 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #178.
Checchi Capital Advisers first reported a position in VLO in Q1 2015 and has held it in 44 quarters since. 1,212 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Checchi Capital Advisers held 4,895 shares of Valero Energy worth $1.27M as of Q2 2026.
- Checchi Capital Advisers sold 128 Valero Energy shares in Q2 2026, an estimated $31.5K.
- Valero Energy made up 0.06% of Checchi Capital Advisers's portfolio in Q2 2026, its #178 holding.
- Checchi Capital Advisers first reported a position in Valero Energy in Q1 2015 and has held it in 44 quarters since.
- 1,212 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.