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Drive Wealth Management’s Valero Energy VLO Stock Holding History

Drive 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 		$392K Buy
1,507
+36
+2% +$8.86K 0.07% 241
2026
Q1 		$363K Buy
1,471
+15
+1% +$3.09K 0.08% 211
2025
Q4 		$237K Sell
1,456
-33
-2% -$5.59K 0.05% 320
2025
Q3 		$254K Sell
1,489
-24
-2% -$3.58K 0.05% 274
2025
Q2 		$203K Sell
1,513
-878
-37% -$109K 0.04% 315
2025
Q1 		$316K Sell
2,391
-4,001
-63% -$531K 0.07% 209
2024
Q4 		$784K Buy
6,392
+599
+10% +$80.1K 0.19% 95
2024
Q3 		$782K Sell
5,793
-87
-1% -$12.6K 0.2% 90
2024
Q2 		$922K Buy
5,880
+83
+1% +$13.4K 0.25% 79
2024
Q1 		$990K Buy
5,797
+65
+1% +$9.31K 0.28% 74
2023
Q4 		$745K Buy
5,732
+110
+2% +$14K 0.24% 86
2023
Q3 		$797K Buy
5,622
+119
+2% +$15.6K 0.29% 77
2023
Q2 		$645K Buy
5,503
+3,752
+214% +$436K 0.24% 87
2023
Q1 		$244K Buy
+1,751
New +$235K 0.1% 217

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

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

Drive Wealth Management increased its Valero Energy (VLO) stake by 2.4% in Q2 2026, buying an estimated $8.86K and bringing the position to 1,507 shares worth $392K. The position accounts for 0.07% of the portfolio, ranked #241.

Drive Wealth Management first reported a position in VLO in Q1 2023 and has held it in 14 quarters since. The position peaked at $990K in Q1 2024. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Drive Wealth Management held 1,507 shares of Valero Energy worth $392K as of Q2 2026.
  • Drive Wealth Management bought 36 Valero Energy shares in Q2 2026, an estimated $8.86K.
  • Valero Energy made up 0.07% of Drive Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Drive Wealth Management first reported a position in Valero Energy in Q1 2023 and has held it in 14 quarters since.
  • Drive Wealth Management's Valero Energy position peaked at $990K in Q1 2024.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.