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Diversify Wealth Management’s Valero Energy VLO Stock Holding History

Diversify 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 		$1.17M Buy
3,841
+1,731
+82% +$426K 0.02% 577
2026
Q1 		$530K Buy
+2,110
New +$435K 0.01% 797

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

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

Diversify Wealth Management increased its Valero Energy (VLO) stake by 82% in Q2 2026, buying an estimated $426K and bringing the position to 3,841 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #577.

Diversify Wealth Management first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Diversify Wealth Management held 3,841 shares of Valero Energy worth $1.17M as of Q2 2026.
  • Diversify Wealth Management bought 1,731 Valero Energy shares in Q2 2026, an estimated $426K.
  • Valero Energy made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #577 holding.
  • Diversify Wealth Management first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.