Financial Engines Advisors
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Financial Engines Advisors’s Valero Energy VLO Stock Holding History

Financial Engines 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 		$228K Sell
874
-53
-6% -$13K ﹤0.01% 524
2026
Q1 		$229K Sell
927
-521
-36% -$107K ﹤0.01% 502
2025
Q4 		$236K Buy
1,448
+216
+18% +$36.6K ﹤0.01% 505
2025
Q3 		$210K Buy
+1,232
New +$184K ﹤0.01% 524

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 $3.38T AUM 44.17% 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

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

Financial Engines Advisors reduced its Valero Energy (VLO) stake by 5.7% in Q2 2026, selling an estimated $13K and leaving 874 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Financial Engines Advisors first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $236K in Q4 2025. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Financial Engines Advisors held 874 shares of Valero Energy worth $228K as of Q2 2026.
  • Financial Engines Advisors sold 53 Valero Energy shares in Q2 2026, an estimated $13K.
  • Valero Energy made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #524 holding.
  • Financial Engines Advisors first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
  • Financial Engines Advisors's Valero Energy position peaked at $236K in Q4 2025.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.