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Dynamic Advisor Solutions’s Valero Energy VLO Stock Holding History

Dynamic Advisor Solutions’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 		$462K Sell
1,772
-807
-31% -$199K 0.01% 703
2026
Q1 		$637K Buy
2,579
+445
+21% +$91.7K 0.02% 574
2025
Q4 		$347K Sell
2,134
-225
-10% -$38.1K 0.01% 729
2025
Q3 		$402K Sell
2,359
-97
-4% -$14.5K 0.01% 693
2025
Q2 		$330K Sell
2,456
-1,042
-30% -$130K 0.01% 717
2025
Q1 		$462K Buy
+3,498
New +$464K 0.02% 600
2024
Q4 		– Sell
-4,419
Closed -$597K – 889
2024
Q3 		$597K Buy
4,419
+29
+0.7% +$4.21K 0.02% 575
2024
Q2 		$688K Sell
4,390
-130
-3% -$21K 0.02% 550
2024
Q1 		$772K Sell
4,520
-529
-10% -$75.8K 0.03% 496
2023
Q4 		$651K Sell
5,049
-162
-3% -$20.6K 0.02% 520
2023
Q3 		$738K Sell
5,211
-40
-0.8% -$5.24K 0.03% 425
2023
Q2 		$616K Sell
5,251
-225
-4% -$26.1K 0.03% 444
2023
Q1 		$764K Buy
5,476
+70
+1% +$9.4K 0.04% 378
2022
Q4 		$686K Buy
5,406
+80
+2% +$10K 0.05% 362
2022
Q3 		$569K Buy
5,326
+512
+11% +$56.3K 0.04% 367
2022
Q2 		$512K Buy
4,814
+65
+1% +$7.69K 0.04% 394
2022
Q1 		$482K Buy
4,749
+781
+20% +$67.7K 0.03% 445
2021
Q4 		$298K Buy
3,968
+312
+9% +$23.2K 0.02% 568
2021
Q3 		$258K Buy
3,656
+145
+4% +$9.65K 0.02% 618
2021
Q2 		$274K Buy
3,511
+561
+19% +$43.4K 0.02% 573
2021
Q1 		$211K Buy
+2,950
New +$200K 0.02% 602
2020
Q1 		– Sell
-4,016
Closed -$376K – 600
2019
Q4 		$376K Sell
4,016
-146
-4% -$13.8K 0.05% 359
2019
Q3 		$355K Buy
4,162
+6
+0.1% +$485 0.06% 340
2019
Q2 		$356K Buy
4,156
+996
+32% +$82.2K 0.06% 328
2019
Q1 		$268K Sell
3,160
-66
-2% -$5.45K 0.05% 319
2018
Q4 		$265K Sell
3,226
-230
-7% -$20.2K 0.06% 307
2018
Q3 		$393K Sell
3,456
-274
-7% -$31.1K 0.08% 255
2018
Q2 		$413K Buy
3,730
+533
+17% +$59.8K 0.09% 248
2018
Q1 		$297K Buy
+3,197
New +$298K 0.08% 259
2017
Q1 		– Sell
-59,628
Closed -$4.07M – 224
2016
Q4 		$4.07M Buy
59,628
+27,965
+88% +$1.72M 1.62% 13
2016
Q3 		$1.68M Buy
+31,663
New +$1.69M 0.64% 44

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions's VLO Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Valero Energy (VLO) stake by 31% in Q2 2026, selling an estimated $199K and leaving 1,772 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #703.

Dynamic Advisor Solutions first reported a position in VLO in Q3 2016 and has held it in 31 quarters since. The position peaked at $4.07M in Q4 2016. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Dynamic Advisor Solutions held 1,772 shares of Valero Energy worth $462K as of Q2 2026.
  • Dynamic Advisor Solutions sold 807 Valero Energy shares in Q2 2026, an estimated $199K.
  • Valero Energy made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #703 holding.
  • Dynamic Advisor Solutions first reported a position in Valero Energy in Q3 2016 and has held it in 31 quarters since.
  • Dynamic Advisor Solutions's Valero Energy position peaked at $4.07M in Q4 2016.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.