Evoke Wealth’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-5,037
| Closed | -$1.24M | – | 635 |
|
|
2026
Q1 | $1.24M | Sell |
5,037
-140
| -3% | -$28.9K | 0.02% | 243 |
|
|
2025
Q4 | $843K | Sell |
5,177
-896
| -15% | -$152K | 0.02% | 298 |
|
|
2025
Q3 | $1.03M | Buy |
6,073
+404
| +7% | +$60.3K | 0.02% | 250 |
|
|
2025
Q2 | $762K | Buy |
5,669
+1,172
| +26% | +$146K | 0.02% | 270 |
|
|
2025
Q1 | $594K | Buy |
4,497
+228
| +5% | +$30.3K | 0.02% | 253 |
|
|
2024
Q4 | $523K | Sell |
4,269
-158
| -4% | -$21.1K | 0.01% | 260 |
|
|
2024
Q3 | $598K | Buy |
+4,427
| New | +$643K | 0.02% | 233 |
|
|
2024
Q2 | – | Sell |
-3,870
| Closed | -$661K | – | 380 |
|
|
2024
Q1 | $661K | Buy |
+3,870
| New | +$554K | 0.02% | 213 |
|
|
2023
Q4 | – | Sell |
-3,786
| Closed | -$537K | – | 349 |
|
|
2023
Q3 | $537K | Sell |
3,786
-42
| -1% | -$5.5K | 0.02% | 229 |
|
|
2023
Q2 | $449K | Buy |
3,828
+406
| +12% | +$47.2K | 0.02% | 232 |
|
|
2023
Q1 | $478K | Buy |
3,422
+40
| +1% | +$5.37K | 0.02% | 219 |
|
|
2022
Q4 | $429K | Sell |
3,382
-41
| -1% | -$5.15K | 0.02% | 231 |
|
|
2022
Q3 | $366K | Sell |
3,423
-394
| -10% | -$43.4K | 0.01% | 242 |
|
|
2022
Q2 | $406K | Buy |
3,817
+398
| +12% | +$47.1K | 0.02% | 242 |
|
|
2022
Q1 | $347K | Buy |
3,419
+1
| +0% | +$87 | 0.01% | 269 |
|
|
2021
Q4 | $257K | Buy |
3,418
+43
| +1% | +$3.2K | 0.01% | 332 |
|
|
2021
Q3 | $238K | Buy |
3,375
+2,125
| +170% | +$141K | 0.01% | 316 |
|
|
2021
Q2 | $98K | Hold |
1,250
| – | – | ﹤0.01% | 443 |
|
|
2021
Q1 | $90K | Hold |
1,250
| – | – | ﹤0.01% | 388 |
|
|
2020
Q4 | $71K | Buy |
1,250
+1,096
| +712% | +$53.8K | ﹤0.01% | 329 |
|
|
2020
Q3 | $7K | Sell |
154
-1
| -0.6% | -$52 | ﹤0.01% | 613 |
|
|
2020
Q2 | $9K | Sell |
155
-320
| -67% | -$19.1K | ﹤0.01% | 572 |
|
|
2020
Q1 | $21.6K | Sell |
475
-180
| -27% | -$13.1K | ﹤0.01% | 426 |
|
|
2019
Q4 | $61.4K | Sell |
655
-11,218
| -94% | -$1.06M | 0.01% | 377 |
|
|
2019
Q3 | $1.01M | Buy |
+11,873
| New | +$960K | 0.12% | 90 |
|
Other funds holding VLO
Evoke Wealth's VLO Position: Q2 2026 in Review
Evoke Wealth sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 5,037 shares — an estimated $1.24M sold.
Evoke Wealth first reported a position in VLO in Q3 2019 and held it in 25 quarters. The position peaked at $1.24M in Q1 2026. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Evoke Wealth reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
- Evoke Wealth sold 5,037 Valero Energy shares in Q2 2026, an estimated $1.24M.
- Evoke Wealth first reported a position in Valero Energy in Q3 2019 and held it in 25 quarters.
- Evoke Wealth's Valero Energy position peaked at $1.24M in Q1 2026.
- 1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.