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Dogwood Wealth Management’s Valero Energy VLO Stock Holding History

Dogwood 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 		$9.38K Buy
36
+19
+112% +$4.68K ﹤0.01% 401
2026
Q1 		$4.2K Buy
17
+13
+325% +$2.68K ﹤0.01% 514
2025
Q4 		$651 Hold
4
– – ﹤0.01% 651
2025
Q3 		$681 Sell
4
-18
-82% -$2.68K ﹤0.01% 625
2025
Q2 		$3.27K Buy
22
+3
+16% +$374 ﹤0.01% 515
2025
Q1 		$2.51K Buy
+19
New +$2.52K ﹤0.01% 309
2024
Q3 		– Hold
0
– – – 311
2024
Q2 		– Hold
0
– – – 329
2024
Q1 		– Hold
0
– – – 321
2023
Q4 		– Hold
0
– – – 304

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

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

Dogwood Wealth Management increased its Valero Energy (VLO) stake by 112% in Q2 2026, buying an estimated $4.68K and bringing the position to 36 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Dogwood Wealth Management first reported a position in VLO in Q1 2025 and has held it in 6 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Dogwood Wealth Management held 36 shares of Valero Energy worth $9.38K as of Q2 2026.
  • Dogwood Wealth Management bought 19 Valero Energy shares in Q2 2026, an estimated $4.68K.
  • Valero Energy made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #401 holding.
  • Dogwood Wealth Management first reported a position in Valero Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.