EPG Wealth Management’s Valero Energy VLO Stock Holding History

EPG Wealth Management’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	-1,614	Closed	-$399K	–	344
2026 Q1	$399K	Hold	1,614	–	–	0.11%	153
2025 Q4	$263K	Sell	1,614 -31	-2%	-$5.25K	0.07%	173
2025 Q3	$280K	Buy	1,645 +3	+0.2%	+$447	0.08%	167
2025 Q2	$221K	Hold	1,642	–	–	0.07%	178
2025 Q1	$217K	Buy	+1,642	New	+$218K	0.06%	218
2024 Q2	–	Sell	-1,542	Closed	-$249K	–	222
2024 Q1	$263K	Hold	1,542	–	–	0.06%	230
2023 Q4	$218K	Sell	1,542 -10	-0.6%	-$1.27K	0.06%	229
2023 Q3	$220K	Buy	+1,552	New	+$203K	0.07%	229
2023 Q2	–	Sell	-1,691	Closed	-$236K	–	430
2023 Q1	$236K	Buy	+1,691	New	+$227K	0.07%	209
2021 Q3	–	Sell	-3,724	Closed	-$291K	–	380
2021 Q2	$291K	Buy	3,724 +11	+0.3%	+$852	0.12%	153
2021 Q1	$266K	Buy	+3,713	New	+$252K	0.13%	151
2020 Q2	–	Sell	-1,242	Closed	-$56K	–	746
2020 Q1	$56K	Buy	1,242 +477	+62%	+$34.7K	0.04%	262
2019 Q4	$72K	Buy	+765	New	+$72.3K	0.05%	186

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

EPG Wealth Management's VLO Position: Q2 2026 in Review

EPG Wealth Management sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 1,614 shares — an estimated $399K sold.

EPG Wealth Management first reported a position in VLO in Q4 2019 and held it in 13 quarters. The position peaked at $399K in Q1 2026. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

EPG Wealth Management reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
EPG Wealth Management sold 1,614 Valero Energy shares in Q2 2026, an estimated $399K.
EPG Wealth Management first reported a position in Valero Energy in Q4 2019 and held it in 13 quarters.
EPG Wealth Management's Valero Energy position peaked at $399K in Q1 2026.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.