Claro Advisors’s Valero Energy VLO Stock Holding History

Claro 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	$507K	Buy	1,947 +511	+36%	+$126K	0.05%	266
2026 Q1	$355K	Buy	+1,436	New	+$296K	0.04%	327
2025 Q2	–	Sell	-3,677	Closed	-$486K	–	517
2025 Q1	$486K	Buy	3,677 +7	+0.2%	+$929	0.07%	271
2024 Q4	$450K	Sell	3,670 -1,596	-30%	-$214K	0.06%	264
2024 Q3	$711K	Buy	5,266 +2,162	+70%	+$314K	0.09%	211
2024 Q2	$487K	Sell	3,104 -50	-2%	-$8.07K	0.08%	238
2024 Q1	$538K	Buy	3,154 +93	+3%	+$13.3K	0.09%	225
2023 Q4	$398K	Buy	+3,061	New	+$389K	0.09%	248
2022 Q4	–	Sell	-2,530	Closed	-$269K	–	352
2022 Q3	$269K	Hold	2,530	–	–	0.11%	207
2022 Q2	$269K	Buy	+2,530	New	+$299K	0.11%	207
2019 Q1	–	Sell	-1,050	Closed	-$119K	–	911
2018 Q4	$119K	Buy	+1,050	New	+$92.2K	0.1%	199

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Claro Advisors's VLO Position: Q2 2026 in Review

Claro Advisors increased its Valero Energy (VLO) stake by 36% in Q2 2026, buying an estimated $126K and bringing the position to 1,947 shares worth $507K. The position accounts for 0.05% of the portfolio, ranked #266.

Claro Advisors first reported a position in VLO in Q4 2018 and has held it in 11 quarters since. The position peaked at $711K in Q3 2024. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Claro Advisors held 1,947 shares of Valero Energy worth $507K as of Q2 2026.
Claro Advisors bought 511 Valero Energy shares in Q2 2026, an estimated $126K.
Valero Energy made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #266 holding.
Claro Advisors first reported a position in Valero Energy in Q4 2018 and has held it in 11 quarters since.
Claro Advisors's Valero Energy position peaked at $711K in Q3 2024.
1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.