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Everhart Financial Group’s Valero Energy VLO Stock Holding History

Everhart Financial 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 		$819K Buy
3,145
+10
+0.3% +$2.46K 0.05% 207
2026
Q1 		$775K Buy
3,135
+259
+9% +$53.4K 0.07% 217
2025
Q4 		$468K Sell
2,876
-8
-0.3% -$1.35K 0.04% 269
2025
Q3 		$491K Buy
2,884
+1,011
+54% +$151K 0.05% 251
2025
Q2 		$252K Buy
1,873
+238
+15% +$29.7K 0.03% 302
2025
Q1 		$216K Buy
+1,635
New +$217K 0.03% 313
2024
Q4 		– Sell
-1,643
Closed -$222K – 331
2024
Q3 		$222K Buy
1,643
+277
+20% +$40.2K 0.05% 300
2024
Q2 		$214K Buy
1,366
+71
+5% +$11.5K 0.06% 278
2024
Q1 		$221K Buy
+1,295
New +$186K 0.06% 255

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everhart Financial Group's VLO Position: Q2 2026 in Review

Everhart Financial Group increased its Valero Energy (VLO) stake by 0.32% in Q2 2026, buying an estimated $2.46K and bringing the position to 3,145 shares worth $819K. The position accounts for 0.05% of the portfolio, ranked #207.

Everhart Financial Group first reported a position in VLO in Q1 2024 and has held it in 9 quarters since. 435 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Everhart Financial Group held 3,145 shares of Valero Energy worth $819K as of Q2 2026.
  • Everhart Financial Group bought 10 Valero Energy shares in Q2 2026, an estimated $2.46K.
  • Valero Energy made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #207 holding.
  • Everhart Financial Group first reported a position in Valero Energy in Q1 2024 and has held it in 9 quarters since.
  • 435 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.