Focus Partners Wealth
VLO icon

Focus Partners Wealth’s Valero Energy VLO Stock Holding History

Focus Partners Wealth’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 		$59M Buy
226,463
+3,942
+2% +$971K 0.06% 282
2026
Q1 		$55M Buy
222,521
+2,568
+1% +$529K 0.06% 272
2025
Q4 		$35.9M Buy
219,953
+174,598
+385% +$29.6M 0.04% 352
2025
Q3 		$7.72M Buy
45,355
+798
+2% +$119K 0.01% 632
2025
Q2 		$5.99M Sell
44,557
-2,297
-5% -$286K 0.01% 625
2025
Q1 		$6.19M Buy
46,854
+12,415
+36% +$1.65M 0.02% 572
2024
Q4 		$4.22M Buy
34,439
+14,155
+70% +$1.89M 0.01% 659
2024
Q3 		$2.73M Sell
20,284
-5,528
-21% -$803K 0.01% 701
2024
Q2 		$4.05M Buy
25,812
+2,831
+12% +$457K 0.01% 533
2024
Q1 		$3.92M Buy
22,981
+12,777
+125% +$1.83M 0.03% 369
2023
Q4 		$1.33M Buy
+10,204
New +$1.3M 0.02% 406

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 $3.37T AUM 44.26% 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

Focus Partners Wealth's VLO Position: Q2 2026 in Review

Focus Partners Wealth increased its Valero Energy (VLO) stake by 1.8% in Q2 2026, buying an estimated $971K and bringing the position to 226,463 shares worth $59M. The position accounts for 0.06% of the portfolio, ranked #282.

Focus Partners Wealth first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Focus Partners Wealth held 226,463 shares of Valero Energy worth $59M as of Q2 2026.
  • Focus Partners Wealth bought 3,942 Valero Energy shares in Q2 2026, an estimated $971K.
  • Valero Energy made up 0.06% of Focus Partners Wealth's portfolio in Q2 2026, its #282 holding.
  • Focus Partners Wealth first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.