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Evernest Financial Advisors’s Valero Energy VLO Stock Holding History

Evernest Financial Advisors’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 		$1.09M Sell
4,180
-820
-16% -$202K 0.23% 72
2026
Q1 		$1.19M Hold
5,000
– – 0.25% 61
2025
Q4 		$1.01M Hold
5,000
– – 0.21% 75
2025
Q3 		$851K Hold
5,000
– – 0.24% 83
2025
Q2 		$672K Hold
5,000
– – 0.22% 93
2025
Q1 		$660K Sell
5,000
-125
-2% -$16.6K 0.24% 90
2024
Q4 		$628K Buy
+5,125
New +$686K 0.16% 94

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

Evernest Financial Advisors's VLO Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Valero Energy (VLO) stake by 16% in Q2 2026, selling an estimated $202K and leaving 4,180 shares worth $1.09M. The position accounts for 0.23% of the portfolio, ranked #72.

Evernest Financial Advisors first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2026. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Evernest Financial Advisors held 4,180 shares of Valero Energy worth $1.09M as of Q2 2026.
  • Evernest Financial Advisors sold 820 Valero Energy shares in Q2 2026, an estimated $202K.
  • Valero Energy made up 0.23% of Evernest Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • Evernest Financial Advisors first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • Evernest Financial Advisors's Valero Energy position peaked at $1.19M in Q1 2026.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.