Elevated Financial Group’s Valero Energy VLO Stock Holding History

Elevated Financial Group’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	–	Sell	-882	Closed	-$218K	–	142
2026 Q1	$218K	Buy	+882	New	+$182K	0.07%	132

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 Financial Group's VLO Position: Q2 2026 in Review

Elevated Financial Group sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 882 shares — an estimated $218K sold.

Elevated Financial Group first reported a position in VLO in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 1,964 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Elevated Financial Group reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
Elevated Financial Group sold 882 Valero Energy shares in Q2 2026, an estimated $218K.
Elevated Financial Group first reported a position in Valero Energy in Q1 2026 and held it in 1 quarter.
Elevated Financial Group's Valero Energy position peaked at $218K in Q1 2026.
1,964 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.