Empirical Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.21M | Buy |
4,658
+2,053
| +79% | +$505K | 0.02% | 358 |
|
|
2026
Q1 | $644K | Buy |
2,605
+535
| +26% | +$110K | 0.01% | 485 |
|
|
2025
Q4 | $337K | Buy |
2,070
+368
| +22% | +$62.3K | 0.01% | 652 |
|
|
2025
Q3 | $290K | Buy |
1,702
+1
| +0.1% | +$149 | 0.01% | 625 |
|
|
2025
Q2 | $229K | Sell |
1,701
-772
| -31% | -$96.2K | 0.01% | 600 |
|
|
2025
Q1 | $327K | Buy |
2,473
+161
| +7% | +$21.4K | 0.01% | 497 |
|
|
2024
Q4 | $283K | Buy |
2,312
+100
| +5% | +$13.4K | 0.01% | 513 |
|
|
2024
Q3 | $299K | Buy |
2,212
+4
| +0.2% | +$581 | 0.01% | 468 |
|
|
2024
Q2 | $346K | Buy |
2,208
+111
| +5% | +$17.9K | 0.01% | 426 |
|
|
2024
Q1 | $358K | Sell |
2,097
-44
| -2% | -$6.3K | 0.01% | 396 |
|
|
2023
Q4 | $278K | Buy |
2,141
+5
| +0.2% | +$636 | 0.01% | 411 |
|
|
2023
Q3 | $303K | Buy |
2,136
+59
| +3% | +$7.73K | 0.01% | 367 |
|
|
2023
Q2 | $244K | Buy |
2,077
+14
| +0.7% | +$1.63K | 0.01% | 402 |
|
|
2023
Q1 | $288K | Sell |
2,063
-224
| -10% | -$30.1K | 0.01% | 395 |
|
|
2022
Q4 | $290K | Sell |
2,287
-1,154
| -34% | -$145K | 0.01% | 383 |
|
|
2022
Q3 | $368K | Buy |
3,441
+642
| +23% | +$70.6K | 0.02% | 344 |
|
|
2022
Q2 | $297K | Buy |
2,799
+113
| +4% | +$13.4K | 0.02% | 389 |
|
|
2022
Q1 | $272K | Sell |
2,686
-118
| -4% | -$10.2K | 0.01% | 421 |
|
|
2021
Q4 | $211K | Buy |
+2,804
| New | +$209K | 0.01% | 491 |
|
|
2021
Q3 | – | Sell |
-3,451
| Closed | -$269K | – | 483 |
|
|
2021
Q2 | $269K | Buy |
3,451
+168
| +5% | +$13K | 0.02% | 385 |
|
|
2021
Q1 | $235K | Sell |
3,283
-2,821
| -46% | -$192K | 0.02% | 351 |
|
|
2020
Q4 | $345K | Buy |
6,104
+1,257
| +26% | +$61.7K | 0.03% | 292 |
|
|
2020
Q3 | $210K | Sell |
4,847
-2,932
| -38% | -$154K | 0.02% | 323 |
|
|
2020
Q2 | $458K | Buy |
7,779
+2,419
| +45% | +$144K | 0.04% | 224 |
|
|
2020
Q1 | $243K | Buy |
5,360
+807
| +18% | +$58.6K | 0.03% | 273 |
|
|
2019
Q4 | $426K | Buy |
4,553
+1,705
| +60% | +$161K | 0.05% | 211 |
|
|
2019
Q3 | $243K | Buy |
+2,848
| New | +$230K | 0.03% | 255 |
|
|
2019
Q2 | – | Sell |
-2,823
| Closed | -$239K | – | 273 |
|
|
2019
Q1 | $239K | Buy |
+2,823
| New | +$233K | 0.03% | 210 |
|
Other funds holding VLO
Empirical Wealth Management's VLO Position: Q2 2026 in Review
Empirical Wealth Management increased its Valero Energy (VLO) stake by 79% in Q2 2026, buying an estimated $505K and bringing the position to 4,658 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #358.
Empirical Wealth Management first reported a position in VLO in Q1 2019 and has held it in 28 quarters since. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Empirical Wealth Management held 4,658 shares of Valero Energy worth $1.21M as of Q2 2026.
- Empirical Wealth Management bought 2,053 Valero Energy shares in Q2 2026, an estimated $505K.
- Valero Energy made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #358 holding.
- Empirical Wealth Management first reported a position in Valero Energy in Q1 2019 and has held it in 28 quarters since.
- 1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.