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EverSource Wealth Advisors’s Valero Energy VLO Stock Holding History

EverSource Wealth 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 		$2.04M Sell
7,819
-3,793
-33% -$934K 0.07% 216
2026
Q1 		$2.87M Buy
11,612
+3,840
+49% +$792K 0.09% 171
2025
Q4 		$1.27M Sell
7,772
-116
-1% -$19.7K 0.05% 282
2025
Q3 		$1.34M Sell
7,888
-417
-5% -$62.2K 0.05% 244
2025
Q2 		$1.12M Buy
8,305
+1,411
+20% +$176K 0.05% 251
2025
Q1 		$910K Buy
6,894
+598
+9% +$79.3K 0.05% 264
2024
Q4 		$772K Buy
6,296
+210
+3% +$28.1K 0.04% 283
2024
Q3 		$822K Buy
6,086
+148
+2% +$21.5K 0.05% 247
2024
Q2 		$960K Buy
5,938
+1,265
+27% +$204K 0.06% 218
2024
Q1 		$747K Sell
4,673
-68
-1% -$9.74K 0.06% 220
2023
Q4 		$616K Sell
4,741
-48
-1% -$6.11K 0.06% 223
2023
Q3 		$679K Sell
4,789
-229
-5% -$30K 0.07% 194
2023
Q2 		$589K Buy
5,018
+318
+7% +$37K 0.06% 215
2023
Q1 		$656K Buy
4,700
+9
+0.2% +$1.21K 0.08% 186
2022
Q4 		$595K Sell
4,691
-952
-17% -$120K 0.09% 177
2022
Q3 		$603K Buy
5,643
+4,837
+600% +$532K 0.14% 145
2022
Q2 		$85K Buy
806
+421
+109% +$49.8K 0.02% 424
2022
Q1 		$40K Buy
385
+25
+7% +$2.17K 0.01% 508
2021
Q4 		$27K Buy
+360
New +$26.8K 0.01% 574

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

EverSource Wealth Advisors's VLO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Valero Energy (VLO) stake by 33% in Q2 2026, selling an estimated $934K and leaving 7,819 shares worth $2.04M. The position accounts for 0.07% of the portfolio, ranked #216.

EverSource Wealth Advisors first reported a position in VLO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.87M in Q1 2026. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • EverSource Wealth Advisors held 7,819 shares of Valero Energy worth $2.04M as of Q2 2026.
  • EverSource Wealth Advisors sold 3,793 Valero Energy shares in Q2 2026, an estimated $934K.
  • Valero Energy made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #216 holding.
  • EverSource Wealth Advisors first reported a position in Valero Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Valero Energy position peaked at $2.87M in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.