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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
2019
Q1 		– Sell
-400
Closed -$1K – 910
2018
Q4 		$1K Buy
+400
New +$35.1K ﹤0.01% 1075

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 $3.37T AUM 44.26% 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

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. 1,981 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.
  • 1,981 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.