Clearstead Advisors’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 | $3.24M | Buy |
12,438
+2,354
| +23% | +$580K | 0.03% | 310 |
|
|
2026
Q1 | $2.49M | Sell |
10,084
-100
| -1% | -$20.6K | 0.02% | 322 |
|
|
2025
Q4 | $1.66M | Sell |
10,184
-457
| -4% | -$77.4K | 0.02% | 366 |
|
|
2025
Q3 | $1.81M | Sell |
10,641
-85
| -0.8% | -$12.7K | 0.02% | 337 |
|
|
2025
Q2 | $1.44M | Buy |
10,726
+1,007
| +10% | +$125K | 0.02% | 374 |
|
|
2025
Q1 | $1.28M | Buy |
9,719
+1,009
| +12% | +$134K | 0.02% | 369 |
|
|
2024
Q4 | $1.07M | Buy |
8,710
+409
| +5% | +$54.7K | 0.02% | 401 |
|
|
2024
Q3 | $1.12M | Sell |
8,301
-691
| -8% | -$100K | 0.02% | 399 |
|
|
2024
Q2 | $1.41M | Buy |
8,992
+6,403
| +247% | +$1.03M | 0.02% | 329 |
|
|
2024
Q1 | $404K | Buy |
2,589
+275
| +12% | +$39.4K | 0.02% | 345 |
|
|
2023
Q4 | $301K | Buy |
2,314
+200
| +9% | +$25.4K | 0.02% | 397 |
|
|
2023
Q3 | $300K | Buy |
2,114
+940
| +80% | +$123K | 0.02% | 365 |
|
|
2023
Q2 | $138K | Buy |
1,174
+510
| +77% | +$59.3K | 0.01% | 501 |
|
|
2023
Q1 | $92.7K | Buy |
664
+39
| +6% | +$5.24K | 0.01% | 523 |
|
|
2022
Q4 | $79.3K | Buy |
625
+46
| +8% | +$5.77K | 0.01% | 546 |
|
|
2022
Q3 | $62K | Buy |
579
+116
| +25% | +$12.8K | 0.01% | 572 |
|
|
2022
Q2 | $49K | Buy |
463
+22
| +5% | +$2.6K | ﹤0.01% | 625 |
|
|
2022
Q1 | $45K | Hold |
441
| – | – | ﹤0.01% | 707 |
|
|
2021
Q4 | $33K | Hold |
441
| – | – | ﹤0.01% | 727 |
|
|
2021
Q3 | $31K | Sell |
441
-1,372
| -76% | -$91.3K | ﹤0.01% | 700 |
|
|
2021
Q2 | $142K | Sell |
1,813
-148
| -8% | -$11.5K | 0.01% | 393 |
|
|
2021
Q1 | $140K | Buy |
1,961
+221
| +13% | +$15K | 0.01% | 382 |
|
|
2020
Q4 | $98K | Buy |
1,740
+400
| +30% | +$19.6K | 0.01% | 418 |
|
|
2020
Q3 | $58K | Sell |
1,340
-200
| -13% | -$10.5K | 0.01% | 447 |
|
|
2020
Q2 | $91K | Sell |
1,540
-895
| -37% | -$53.5K | 0.01% | 363 |
|
|
2020
Q1 | $110K | Sell |
2,435
-70
| -3% | -$5.08K | 0.02% | 317 |
|
|
2019
Q4 | $235K | Sell |
2,505
-210
| -8% | -$19.8K | 0.03% | 253 |
|
|
2019
Q3 | $231K | Sell |
2,715
-5
| -0.2% | -$404 | 0.03% | 239 |
|
|
2019
Q2 | $233K | Sell |
2,720
-375
| -12% | -$31K | 0.03% | 248 |
|
|
2019
Q1 | $263K | Buy |
+3,095
| New | +$256K | 0.04% | 226 |
|
Other funds holding VLO
Clearstead Advisors's VLO Position: Q2 2026 in Review
Clearstead Advisors increased its Valero Energy (VLO) stake by 23% in Q2 2026, buying an estimated $580K and bringing the position to 12,438 shares worth $3.24M. The position accounts for 0.03% of the portfolio, ranked #310.
Clearstead Advisors first reported a position in VLO in Q1 2019 and has held it in 30 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Clearstead Advisors held 12,438 shares of Valero Energy worth $3.24M as of Q2 2026.
- Clearstead Advisors bought 2,354 Valero Energy shares in Q2 2026, an estimated $580K.
- Valero Energy made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #310 holding.
- Clearstead Advisors first reported a position in Valero Energy in Q1 2019 and has held it in 30 quarters since.
- 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.