DWP
VLO icon

Daymark Wealth Partners’s Valero Energy VLO Stock Holding History

Daymark 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 		$2.53M Buy
9,732
+42
+0.4% +$10.3K 0.06% 217
2026
Q1 		$2.39M Buy
9,690
+330
+4% +$68K 0.08% 183
2025
Q4 		$1.52M Buy
9,360
+1,394
+17% +$236K 0.05% 227
2025
Q3 		$1.36M Buy
7,966
+448
+6% +$66.8K 0.05% 243
2025
Q2 		$1.01M Buy
7,518
+148
+2% +$18.4K 0.04% 263
2025
Q1 		$973K Hold
7,370
– – 0.04% 245
2024
Q4 		$903K Hold
7,370
– – 0.04% 250
2024
Q3 		$995K Sell
7,370
-1,284
-15% -$186K 0.04% 246
2024
Q2 		$1.36M Sell
8,654
-3
-0% -$484 0.06% 199
2024
Q1 		$1.48M Buy
8,657
+51
+0.6% +$7.31K 0.08% 155
2023
Q4 		$1.12M Sell
8,606
-79
-0.9% -$10.1K 0.07% 176
2023
Q3 		$1.23M Hold
8,685
– – 0.08% 154
2023
Q2 		$1.02M Buy
8,685
+2,593
+43% +$301K 0.08% 167
2023
Q1 		$850K Buy
6,092
+292
+5% +$39.2K 0.11% 144
2022
Q4 		$736K Buy
+5,800
New +$728K 0.13% 119

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

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

Daymark Wealth Partners increased its Valero Energy (VLO) stake by 0.43% in Q2 2026, buying an estimated $10.3K and bringing the position to 9,732 shares worth $2.53M. The position accounts for 0.06% of the portfolio, ranked #217.

Daymark Wealth Partners first reported a position in VLO in Q4 2022 and has held it in 15 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Daymark Wealth Partners held 9,732 shares of Valero Energy worth $2.53M as of Q2 2026.
  • Daymark Wealth Partners bought 42 Valero Energy shares in Q2 2026, an estimated $10.3K.
  • Valero Energy made up 0.06% of Daymark Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • Daymark Wealth Partners first reported a position in Valero Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.