Empower Advisory Group
VLO icon

Empower Advisory Group’s Valero Energy VLO Stock Holding History

Empower Advisory 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 		$100M Sell
383,974
-214,864
-36% -$52.9M 0.24% 79
2026
Q1 		$148M Buy
598,838
+20,509
+4% +$4.23M 0.38% 49
2025
Q4 		$94.1M Sell
578,329
-13,972
-2% -$2.37M 0.25% 79
2025
Q3 		$101M Buy
592,301
+14,451
+3% +$2.16M 0.28% 69
2025
Q2 		$77.7M Buy
577,850
+33,183
+6% +$4.14M 0.23% 94
2025
Q1 		$71.9M Buy
544,667
+35,821
+7% +$4.75M 0.23% 91
2024
Q4 		$62.4M Buy
508,846
+12,915
+3% +$1.73M 0.21% 96
2024
Q3 		$67M Buy
495,931
+13,700
+3% +$1.99M 0.23% 98
2024
Q2 		$75.6M Sell
482,231
-3,382
-0.7% -$546K 0.28% 74
2024
Q1 		$82.9M Buy
485,613
+4,272
+0.9% +$612K 0.31% 72
2023
Q4 		$62.6M Buy
481,341
+10,752
+2% +$1.37M 0.25% 89
2023
Q3 		$66.7M Buy
470,589
+7,591
+2% +$994K 0.29% 73
2023
Q2 		$54.3M Buy
462,998
+12,173
+3% +$1.41M 0.23% 103
2023
Q1 		$62.5M Buy
+450,825
New +$60.6M 0.28% 82

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

Empower Advisory Group's VLO Position: Q2 2026 in Review

Empower Advisory Group reduced its Valero Energy (VLO) stake by 36% in Q2 2026, selling an estimated $52.9M and leaving 383,974 shares worth $100M. The position accounts for 0.24% of the portfolio, ranked #79.

Empower Advisory Group first reported a position in VLO in Q1 2023 and has held it in 14 quarters since. The position peaked at $148M in Q1 2026. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Empower Advisory Group held 383,974 shares of Valero Energy worth $100M as of Q2 2026.
  • Empower Advisory Group sold 214,864 Valero Energy shares in Q2 2026, an estimated $52.9M.
  • Valero Energy made up 0.24% of Empower Advisory Group's portfolio in Q2 2026, its #79 holding.
  • Empower Advisory Group first reported a position in Valero Energy in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Valero Energy position peaked at $148M in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.