Flagship Wealth Advisors’s Valero Energy VLO Stock Holding History

Flagship 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	$130K	Hold	499	–	–	0.03%	186
2026 Q1	$67.1K	Hold	499	–	–	0.03%	171
2025 Q4	$81.2K	Hold	499	–	–	0.02%	182
2025 Q3	$85K	Hold	499	–	–	0.03%	178
2025 Q2	$67.1K	Hold	499	–	–	0.03%	183
2025 Q1	$65.9K	Hold	499	–	–	0.03%	183
2024 Q4	$61.2K	Buy	+499	New	+$66.8K	0.04%	171

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

Flagship Wealth Advisors's VLO Position: Q2 2026 in Review

Flagship Wealth Advisors held its Valero Energy (VLO) position steady in Q2 2026 at 499 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #186.

Flagship Wealth Advisors first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Flagship Wealth Advisors held 499 shares of Valero Energy worth $130K as of Q2 2026.
Flagship Wealth Advisors left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.03% of Flagship Wealth Advisors's portfolio in Q2 2026, its #186 holding.
Flagship Wealth Advisors first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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