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Clearstead Trust’s Valero Energy VLO Stock Holding History

Clearstead Trust’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 		$42.5K Hold
163
– – 0.01% 339
2026
Q1 		$40.3K Hold
163
– – 0.01% 339
2025
Q4 		$26.5K Hold
163
– – ﹤0.01% 410
2025
Q3 		$27.8K Hold
163
– – ﹤0.01% 388
2025
Q2 		$21.9K Buy
163
+35
+27% +$4.36K ﹤0.01% 414
2025
Q1 		$16.9K Buy
+128
New +$17K ﹤0.01% 381
2019
Q2 		– Sell
-58
Closed -$5K – 205
2019
Q1 		$5K Hold
58
– – ﹤0.01% 172
2018
Q4 		$4K Buy
+58
New +$5.09K ﹤0.01% 204
2017
Q3 		– Sell
-900
Closed -$61K – 233
2017
Q2 		$61K Buy
+900
New +$58.4K 0.05% 153

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

Clearstead Trust's VLO Position: Q2 2026 in Review

Clearstead Trust held its Valero Energy (VLO) position steady in Q2 2026 at 163 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #339.

Clearstead Trust first reported a position in VLO in Q2 2017 and has held it in 9 quarters since. The position peaked at $61K in Q2 2017. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Clearstead Trust held 163 shares of Valero Energy worth $42.5K as of Q2 2026.
  • Clearstead Trust left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #339 holding.
  • Clearstead Trust first reported a position in Valero Energy in Q2 2017 and has held it in 9 quarters since.
  • Clearstead Trust's Valero Energy position peaked at $61K in Q2 2017.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.