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Excelsior Advisor Network’s Valero Energy VLO Stock Holding History

Excelsior Advisor Network’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 		$269K Buy
1,031
+211
+26% +$52K 0.04% 380
2026
Q1 		$203K Buy
+820
New +$169K 0.08% 216

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

Excelsior Advisor Network's VLO Position: Q2 2026 in Review

Excelsior Advisor Network increased its Valero Energy (VLO) stake by 26% in Q2 2026, buying an estimated $52K and bringing the position to 1,031 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #380.

Excelsior Advisor Network first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Excelsior Advisor Network held 1,031 shares of Valero Energy worth $269K as of Q2 2026.
  • Excelsior Advisor Network bought 211 Valero Energy shares in Q2 2026, an estimated $52K.
  • Valero Energy made up 0.04% of Excelsior Advisor Network's portfolio in Q2 2026, its #380 holding.
  • Excelsior Advisor Network first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.