Envestnet Portfolio Solutions
VLO icon

Envestnet Portfolio Solutions’s Valero Energy VLO Stock Holding History

Envestnet Portfolio 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 		$1.68M Buy
6,454
+1,255
+24% +$309K 0.01% 541
2026
Q1 		$1.28M Sell
5,199
-1,082
-17% -$223K 0.01% 562
2025
Q4 		$1.02M Sell
6,281
-125
-2% -$21.2K ﹤0.01% 752
2025
Q3 		$1.09M Buy
6,406
+1,303
+26% +$194K ﹤0.01% 710
2025
Q2 		$686K Sell
5,103
-617
-11% -$76.9K ﹤0.01% 953
2025
Q1 		$755K Sell
5,720
-2,572
-31% -$341K ﹤0.01% 888
2024
Q4 		$1.02M Sell
8,292
-10,977
-57% -$1.47M ﹤0.01% 913
2024
Q3 		$2.6M Sell
19,269
-180
-0.9% -$26.1K 0.01% 577
2024
Q2 		$3.05M Buy
19,449
+732
+4% +$118K 0.01% 507
2024
Q1 		$3.19M Buy
18,717
+6,593
+54% +$945K 0.01% 504
2023
Q4 		$1.58M Buy
12,124
+484
+4% +$61.6K 0.01% 658
2023
Q3 		$1.65M Buy
+11,640
New +$1.52M 0.01% 604

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

Envestnet Portfolio Solutions's VLO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Valero Energy (VLO) stake by 24% in Q2 2026, buying an estimated $309K and bringing the position to 6,454 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #541.

Envestnet Portfolio Solutions first reported a position in VLO in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.19M in Q1 2024. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,454 shares of Valero Energy worth $1.68M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,255 Valero Energy shares in Q2 2026, an estimated $309K.
  • Valero Energy made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #541 holding.
  • Envestnet Portfolio Solutions first reported a position in Valero Energy in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Valero Energy position peaked at $3.19M in Q1 2024.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.