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Cornerstone Wealth Management’s Valero Energy VLO Stock Holding History

Cornerstone Wealth Management’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 		$1.12M Buy
4,286
+684
+19% +$168K 0.05% 317
2026
Q1 		$890K Sell
3,602
-656
-15% -$135K 0.04% 331
2025
Q4 		$693K Sell
4,258
-187
-4% -$31.7K 0.04% 353
2025
Q3 		$757K Buy
4,445
+445
+11% +$66.4K 0.04% 332
2025
Q2 		$538K Buy
4,000
+12
+0.3% +$1.5K 0.03% 381
2025
Q1 		$527K Buy
3,988
+2
+0.1% +$265 0.04% 352
2024
Q4 		$489K Sell
3,986
-206
-5% -$27.6K 0.03% 358
2024
Q3 		$566K Buy
4,192
+63
+2% +$9.15K 0.04% 328
2024
Q2 		$647K Buy
4,129
+217
+6% +$35K 0.05% 275
2024
Q1 		$668K Sell
3,912
-1,346
-26% -$193K 0.05% 275
2023
Q4 		$684K Buy
5,258
+1,130
+27% +$144K 0.06% 257
2023
Q3 		$585K Buy
4,128
+228
+6% +$29.9K 0.06% 263
2023
Q2 		$457K Buy
3,900
+983
+34% +$114K 0.04% 323
2023
Q1 		$407K Buy
+2,917
New +$392K 0.04% 319
2022
Q3 		$278K Buy
2,600
+309
+13% +$34K 0.03% 361
2022
Q2 		$243K Buy
2,291
+84
+4% +$9.94K 0.03% 392
2022
Q1 		$224K Sell
2,207
-1,170
-35% -$101K 0.02% 430
2021
Q4 		$253K Buy
3,377
+277
+9% +$20.6K 0.02% 436
2021
Q3 		$219K Buy
3,100
+361
+13% +$24K 0.02% 416
2021
Q2 		$214K Buy
+2,739
New +$212K 0.02% 440
2019
Q2 		– Sell
-1,556
Closed -$357K – 507
2019
Q1 		$357K Buy
+1,556
New +$129K 0.04% 341
2018
Q1 		$246K Buy
+2,679
New +$250K 0.05% 329
2017
Q1 		– Sell
-4,609
Closed -$324K – 355
2016
Q4 		$324K Sell
4,609
-1,254
-21% -$77.2K 0.1% 190
2016
Q3 		$315K Buy
+5,863
New +$313K 0.12% 177

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

Cornerstone Wealth Management's VLO Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Valero Energy (VLO) stake by 19% in Q2 2026, buying an estimated $168K and bringing the position to 4,286 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #317.

Cornerstone Wealth Management first reported a position in VLO in Q3 2016 and has held it in 24 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Cornerstone Wealth Management held 4,286 shares of Valero Energy worth $1.12M as of Q2 2026.
  • Cornerstone Wealth Management bought 684 Valero Energy shares in Q2 2026, an estimated $168K.
  • Valero Energy made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #317 holding.
  • Cornerstone Wealth Management first reported a position in Valero Energy in Q3 2016 and has held it in 24 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.