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Evolution Wealth Management’s Valero Energy VLO Stock Holding History

Evolution Wealth Management’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 		$38.3K Sell
147
-16
-10% -$3.94K 0.02% 348
2026
Q1 		$40.3K Hold
163
– – 0.03% 306
2025
Q4 		$26.5K Buy
163
+39
+31% +$6.61K 0.02% 323
2025
Q3 		$21.1K Sell
124
-198
-61% -$29.5K 0.02% 297
2025
Q2 		$43.2K Buy
+322
New +$40.1K 0.05% 199

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

Evolution Wealth Management's VLO Position: Q2 2026 in Review

Evolution Wealth Management reduced its Valero Energy (VLO) stake by 9.8% in Q2 2026, selling an estimated $3.94K and leaving 147 shares worth $38.3K. The position accounts for 0.02% of the portfolio, ranked #348.

Evolution Wealth Management first reported a position in VLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $43.2K in Q2 2025. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Evolution Wealth Management held 147 shares of Valero Energy worth $38.3K as of Q2 2026.
  • Evolution Wealth Management sold 16 Valero Energy shares in Q2 2026, an estimated $3.94K.
  • Valero Energy made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #348 holding.
  • Evolution Wealth Management first reported a position in Valero Energy in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Valero Energy position peaked at $43.2K in Q2 2025.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.