Daviman Financial’s Valero Energy VLO Stock Holding History

Daviman Financial’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	$322K	Buy	1,235 +4	+0.3%	+$985	0.18%	66
2026 Q1	$304K	Hold	1,231	–	–	0.18%	64
2025 Q4	$200K	Buy	+1,231	New	+$209K	0.12%	88

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

Daviman Financial's VLO Position: Q2 2026 in Review

Daviman Financial increased its Valero Energy (VLO) stake by 0.32% in Q2 2026, buying an estimated $985 and bringing the position to 1,235 shares worth $322K. The position accounts for 0.18% of the portfolio, ranked #66.

Daviman Financial first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Daviman Financial held 1,235 shares of Valero Energy worth $322K as of Q2 2026.
Daviman Financial bought 4 Valero Energy shares in Q2 2026, an estimated $985.
Valero Energy made up 0.18% of Daviman Financial's portfolio in Q2 2026, its #66 holding.
Daviman Financial first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Daviman Financial's 13F filing for Q2 2026, filed 27 Jul 2026.