Fi3 Financial Advisors’s Valero Energy VLO Stock Holding History

Fi3 Financial 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	$255K	Buy	4,174 +3,350	+407%	+$825K	0.06%	194
2026 Q1	$204K	Buy	+824	New	+$170K	0.06%	210

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

Fi3 Financial Advisors's VLO Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Valero Energy (VLO) stake by 407% in Q2 2026, buying an estimated $825K and bringing the position to 4,174 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #194.

Fi3 Financial Advisors 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.

Fi3 Financial Advisors held 4,174 shares of Valero Energy worth $255K as of Q2 2026.
Fi3 Financial Advisors bought 3,350 Valero Energy shares in Q2 2026, an estimated $825K.
Valero Energy made up 0.06% of Fi3 Financial Advisors's portfolio in Q2 2026, its #194 holding.
Fi3 Financial Advisors 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 Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.