Elevated Capital Advisors’s Valero Energy VLO Stock Holding History

Elevated Capital Advisors’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	$629K	Sell	2,417 -2,905	-55%	-$715K	0.17%	103
2026 Q1	$1.32M	Buy	5,322 +440	+9%	+$90.7K	0.33%	71
2025 Q4	$795K	Sell	4,882 -159	-3%	-$26.9K	0.19%	146
2025 Q3	$858K	Sell	5,041 -736	-13%	-$110K	0.21%	125
2025 Q2	$763K	Hold	5,777	–	–	0.21%	144
2025 Q1	$763K	Buy	5,777 +160	+3%	+$21.2K	0.21%	144
2024 Q4	$689K	Buy	5,617 +1,440	+34%	+$193K	0.19%	155
2024 Q3	$564K	Sell	4,177 -25	-0.6%	-$3.63K	0.15%	195
2024 Q2	$659K	Buy	+4,202	New	+$678K	0.19%	151

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Elevated Capital Advisors's VLO Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Valero Energy (VLO) stake by 55% in Q2 2026, selling an estimated $715K and leaving 2,417 shares worth $629K. The position accounts for 0.17% of the portfolio, ranked #103.

Elevated Capital Advisors first reported a position in VLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Elevated Capital Advisors held 2,417 shares of Valero Energy worth $629K as of Q2 2026.
Elevated Capital Advisors sold 2,905 Valero Energy shares in Q2 2026, an estimated $715K.
Valero Energy made up 0.17% of Elevated Capital Advisors's portfolio in Q2 2026, its #103 holding.
Elevated Capital Advisors first reported a position in Valero Energy in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's Valero Energy position peaked at $1.32M in Q1 2026.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.