Evergreen Wealth Solutions’s Valero Energy VLO Stock Holding History

Evergreen Wealth 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	$247K	Buy	+721	New	+$178K	0.01%	460
2024 Q4	–	Sell	-1,726	Closed	-$233K	–	117
2024 Q3	$233K	Sell	1,726 -220	-11%	-$31.9K	0.16%	99
2024 Q2	$305K	Sell	1,946 -213	-10%	-$34.4K	0.22%	86
2024 Q1	$368K	Sell	2,159 -40	-2%	-$5.73K	0.27%	76
2023 Q4	$286K	Buy	2,199 +120	+6%	+$15.3K	0.24%	89
2023 Q3	$295K	Buy	2,079 +42	+2%	+$5.5K	0.3%	80
2023 Q2	$239K	Buy	2,037 +215	+12%	+$25K	0.24%	90
2023 Q1	$254K	Sell	1,822 -249	-12%	-$33.5K	0.29%	86
2022 Q4	$263K	Sell	2,071 -49	-2%	-$6.15K	0.35%	76
2022 Q3	$227K	Sell	2,120 -54	-2%	-$5.94K	0.32%	87
2022 Q2	$231K	Sell	2,174 -330	-13%	-$39.1K	0.28%	93
2022 Q1	$254K	Sell	2,504 -173	-6%	-$15K	0.25%	86
2021 Q4	$201K	Buy	+2,677	New	+$199K	0.18%	92

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

Evergreen Wealth Solutions's VLO Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Valero Energy (VLO) in Q2 2026: 721 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Evergreen Wealth Solutions previously reported a position in VLO as recently as Q3 2024.

Evergreen Wealth Solutions first reported a position in VLO in Q4 2021 and has held it in 13 quarters since. The position peaked at $368K in Q1 2024. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Evergreen Wealth Solutions held 721 shares of Valero Energy worth $247K as of Q2 2026.
Valero Energy was a new Evergreen Wealth Solutions position in Q2 2026.
Valero Energy made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #460 holding.
Evergreen Wealth Solutions first reported a position in Valero Energy in Q4 2021 and has held it in 13 quarters since.
Evergreen Wealth Solutions's Valero Energy position peaked at $368K in Q1 2024.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.