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Commonwealth Financial Services’s Valero Energy VLO Stock Holding History

Commonwealth Financial Services’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 		$382K Sell
1,467
-278
-16% -$68.4K 0.05% 180
2026
Q1 		$431K Buy
1,745
+292
+20% +$60.2K 0.07% 133
2025
Q4 		$237K Buy
1,453
+12
+0.8% +$2.03K 0.04% 198
2025
Q3 		$245K Buy
+1,441
New +$215K 0.04% 192
2025
Q2 		– Sell
-1,549
Closed -$205K – 222
2025
Q1 		$205K Sell
1,549
-793
-34% -$105K 0.04% 191
2024
Q4 		$287K Sell
2,342
-75
-3% -$10K 0.06% 153
2024
Q3 		$332K Sell
2,417
-9
-0.4% -$1.31K 0.07% 138
2024
Q2 		$359K Sell
2,426
-115
-5% -$18.6K 0.07% 116
2024
Q1 		$330K Hold
2,541
– – 0.08% 127
2023
Q4 		$330K Sell
2,541
-591
-19% -$75.2K 0.08% 126
2023
Q3 		$444K Buy
+3,132
New +$410K 0.13% 104
2017
Q1 		$261K Buy
4,012
+622
+18% +$41.6K 0.28% 44
2016
Q4 		$225K Buy
+3,390
New +$209K 0.22% 48

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Commonwealth Financial Services's VLO Position: Q2 2026 in Review

Commonwealth Financial Services reduced its Valero Energy (VLO) stake by 16% in Q2 2026, selling an estimated $68.4K and leaving 1,467 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #180.

Commonwealth Financial Services first reported a position in VLO in Q4 2016 and has held it in 13 quarters since. The position peaked at $444K in Q3 2023. 363 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Commonwealth Financial Services held 1,467 shares of Valero Energy worth $382K as of Q2 2026.
  • Commonwealth Financial Services sold 278 Valero Energy shares in Q2 2026, an estimated $68.4K.
  • Valero Energy made up 0.05% of Commonwealth Financial Services's portfolio in Q2 2026, its #180 holding.
  • Commonwealth Financial Services first reported a position in Valero Energy in Q4 2016 and has held it in 13 quarters since.
  • Commonwealth Financial Services's Valero Energy position peaked at $444K in Q3 2023.
  • 363 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.