Continuum Advisory’s Valero Energy VLO Stock Holding History

Continuum Advisory’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	$195K	Buy	+749	New	+$184K	0.02%	476
2025 Q2	–	Sell	-1,222	Closed	-$161K	–	1542
2025 Q1	$161K	Buy	1,222 +86	+8%	+$11.4K	0.02%	432
2024 Q4	$139K	Sell	1,136 -207	-15%	-$27.7K	0.02%	460
2024 Q3	$188K	Sell	1,343 -20,507	-94%	-$2.98M	0.02%	405
2024 Q2	$3.43M	Buy	21,850 +802	+4%	+$129K	0.49%	38
2024 Q1	$3.34M	Buy	21,048 +6,033	+40%	+$864K	0.5%	34
2023 Q4	$1.95M	Buy	15,015 +12,026	+402%	+$1.53M	0.28%	99
2023 Q3	$424K	Buy	2,989 +98	+3%	+$12.8K	0.07%	303
2023 Q2	$339K	Buy	2,891 +363	+14%	+$42.2K	0.05%	342
2023 Q1	$353K	Buy	+2,528	New	+$340K	0.06%	318
2020 Q3	–	Sell	-4,540	Closed	-$256K	–	163
2020 Q2	$256K	Sell	4,540 -670	-13%	-$40K	0.16%	115
2020 Q1	$214K	Buy	+5,210	New	+$378K	0.14%	124
2018 Q4	–	Sell	-1,810	Closed	-$206K	–	175
2018 Q3	$206K	Hold	1,810	–	–	0.14%	143
2018 Q2	$201K	Buy	+1,810	New	+$203K	0.15%	141

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Continuum Advisory's VLO Position: Q2 2026 in Review

Continuum Advisory opened a new position in Valero Energy (VLO) in Q2 2026: 749 shares worth $195K. The stake represents 0.02% of the portfolio and ranks #476 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in VLO as recently as Q1 2025.

Continuum Advisory first reported a position in VLO in Q2 2018 and has held it in 14 quarters since. The position peaked at $3.43M in Q2 2024. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Continuum Advisory held 749 shares of Valero Energy worth $195K as of Q2 2026.
Valero Energy was a new Continuum Advisory position in Q2 2026.
Valero Energy made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #476 holding.
Continuum Advisory first reported a position in Valero Energy in Q2 2018 and has held it in 14 quarters since.
Continuum Advisory's Valero Energy position peaked at $3.43M in Q2 2024.
1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.