Facet Wealth Inc’s Valero Energy VLO Stock Holding History

Facet Wealth Inc’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	$299K	Buy	1,149 +128	+13%	+$31.5K	﹤0.01%	308
2026 Q1	$252K	Buy	+1,021	New	+$210K	﹤0.01%	292

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Facet Wealth Inc's VLO Position: Q2 2026 in Review

Facet Wealth Inc increased its Valero Energy (VLO) stake by 13% in Q2 2026, buying an estimated $31.5K and bringing the position to 1,149 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Facet Wealth Inc first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Facet Wealth Inc held 1,149 shares of Valero Energy worth $299K as of Q2 2026.
Facet Wealth Inc bought 128 Valero Energy shares in Q2 2026, an estimated $31.5K.
Valero Energy made up ﹤0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #308 holding.
Facet Wealth Inc first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.