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Concord Wealth Partners’s Valero Energy VLO Stock Holding History

Concord Wealth Partners’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 		$94.8K Buy
+364
New +$89.6K 0.01% 293
2026
Q1 		– Sell
-364
Closed -$59.3K – 759
2025
Q4 		$59.3K Sell
364
-27
-7% -$4.57K 0.01% 308
2025
Q3 		$66.6K Hold
391
– – 0.01% 301
2025
Q2 		$52.6K Hold
391
– – 0.01% 336
2025
Q1 		$51.6K Sell
391
-3,713
-90% -$493K 0.01% 311
2024
Q4 		$503K Buy
4,104
+846
+26% +$113K 0.08% 141
2024
Q3 		$440K Buy
3,258
+71
+2% +$10.3K 0.07% 146
2024
Q2 		$500K Buy
3,187
+20
+0.6% +$3.23K 0.09% 139
2024
Q1 		$541K Buy
3,167
+363
+13% +$52K 0.1% 135
2023
Q4 		$364K Sell
2,804
-2,918
-51% -$371K 0.07% 149
2023
Q3 		$811K Buy
5,722
+193
+3% +$25.3K 0.17% 88
2023
Q2 		$649K Buy
5,529
+2,650
+92% +$308K 0.14% 93
2023
Q1 		$402K Buy
2,879
+1,065
+59% +$143K 0.11% 96
2022
Q4 		$230K Sell
1,814
-353
-16% -$44.3K 0.07% 149
2022
Q3 		$232K Sell
2,167
-73
-3% -$8.03K 0.07% 143
2022
Q2 		$238K Buy
2,240
+348
+18% +$41.2K 0.07% 144
2022
Q1 		$192K Sell
1,892
-56
-3% -$4.86K 0.05% 186
2021
Q4 		$146K Buy
1,948
+1,387
+247% +$103K 0.04% 242
2021
Q3 		$40K Sell
561
-900
-62% -$59.9K 0.02% 258
2021
Q2 		$114K Buy
1,461
+684
+88% +$53K 0.03% 216
2021
Q1 		$56K Buy
777
+403
+108% +$27.4K 0.02% 318
2020
Q4 		$21K Buy
+374
New +$18.3K 0.02% 304

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

Concord Wealth Partners's VLO Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Valero Energy (VLO) in Q2 2026: 364 shares worth $94.8K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VLO as recently as Q4 2025.

Concord Wealth Partners first reported a position in VLO in Q4 2020 and has held it in 22 quarters since. The position peaked at $811K in Q3 2023. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Concord Wealth Partners held 364 shares of Valero Energy worth $94.8K as of Q2 2026.
  • Valero Energy was a new Concord Wealth Partners position in Q2 2026.
  • Valero Energy made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #293 holding.
  • Concord Wealth Partners first reported a position in Valero Energy in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Valero Energy position peaked at $811K in Q3 2023.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.