Diversify Advisory Services’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.17M Buy
+3,841
New +$946K 0.02% 577
2026
Q1
Sell
-2,148
Closed -$394K 836
2025
Q4
$394K Buy
2,148
+849
+65% +$144K 0.01% 679
2025
Q3
$223K Buy
+1,299
New +$194K 0.01% 813
2025
Q2
Sell
-4,874
Closed -$563K 871
2025
Q1
$563K Sell
4,874
-1,519
-24% -$202K 0.04% 336
2024
Q4
$813K Buy
6,393
+1,338
+26% +$179K 0.04% 260
2024
Q3
$686K Buy
5,055
+733
+17% +$106K 0.04% 318
2024
Q2
$632K Buy
4,322
+1,174
+37% +$189K 0.03% 332
2024
Q1
$543K Buy
+3,148
New +$451K 0.03% 402

Other funds holding VLO

Diversify Advisory Services's VLO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Valero Energy (VLO) in Q2 2026: 3,841 shares worth $1.17M. The stake represents 0.02% of the portfolio and ranks #577 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VLO as recently as Q4 2025.

Diversify Advisory Services first reported a position in VLO in Q1 2024 and has held it in 8 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Diversify Advisory Services held 3,841 shares of Valero Energy worth $1.17M as of Q2 2026.
  • Valero Energy was a new Diversify Advisory Services position in Q2 2026.
  • Valero Energy made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #577 holding.
  • Diversify Advisory Services first reported a position in Valero Energy in Q1 2024 and has held it in 8 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.