Financial Synergies Wealth Advisors’s Valero Energy VLO Stock Holding History

Financial Synergies Wealth 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	$2.39M	Buy	9,164 +13	+0.1%	+$3.2K	0.2%	42
2026 Q1	$2.26M	Buy	9,151 +5,785	+172%	+$1.19M	0.22%	44
2025 Q4	$548K	Buy	+3,366	New	+$570K	0.05%	70
2024 Q2	–	Sell	-9	Closed	-$1.54K	–	459
2024 Q1	$1.54K	Hold	9	–	–	﹤0.01%	356
2023 Q4	$1.14K	Hold	9	–	–	﹤0.01%	312
2023 Q3	$1.28K	Hold	9	–	–	﹤0.01%	349
2023 Q2	$1.06K	Hold	9	–	–	﹤0.01%	366
2023 Q1	$1.26K	Hold	9	–	–	﹤0.01%	355
2022 Q4	$1.14K	Hold	9	–	–	﹤0.01%	312
2022 Q3	$962	Hold	9	–	–	﹤0.01%	302
2022 Q2	$957	Buy	+9	New	+$1.06K	﹤0.01%	314

Other funds holding VLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Financial Synergies Wealth Advisors's VLO Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Valero Energy (VLO) stake by 0.14% in Q2 2026, buying an estimated $3.2K and bringing the position to 9,164 shares worth $2.39M. The position accounts for 0.2% of the portfolio, ranked #42.

Financial Synergies Wealth Advisors first reported a position in VLO in Q2 2022 and has held it in 11 quarters since. 601 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Financial Synergies Wealth Advisors held 9,164 shares of Valero Energy worth $2.39M as of Q2 2026.
Financial Synergies Wealth Advisors bought 13 Valero Energy shares in Q2 2026, an estimated $3.2K.
Valero Energy made up 0.2% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Financial Synergies Wealth Advisors first reported a position in Valero Energy in Q2 2022 and has held it in 11 quarters since.
601 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.