FAM
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Formidable Asset Management’s Valero Energy VLO Stock Holding History

Formidable Asset Management’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 		$535K Sell
2,167
-45
-2% -$11.1K 0.09% 220
2026
Q1 		$360K Hold
2,212
– – 0.06% 282
2025
Q4 		$377K Sell
2,212
-208
-9% -$35.2K 0.05% 292
2025
Q3 		$325K Hold
2,420
– – 0.05% 315
2025
Q2 		$320K Hold
2,420
– – 0.05% 300
2025
Q1 		$320K Sell
2,420
-25
-1% -$3.32K 0.05% 299
2024
Q4 		$300K Sell
2,445
-62
-2% -$8.29K 0.05% 300
2024
Q3 		$339K Sell
2,507
-839
-25% -$122K 0.05% 273
2024
Q2 		$525K Buy
3,346
+286
+9% +$46.1K 0.08% 229
2024
Q1 		$522K Buy
3,060
+888
+41% +$127K 0.09% 223
2023
Q4 		$282K Hold
2,172
– – 0.06% 223
2023
Q3 		$308K Hold
2,172
– – 0.07% 218
2023
Q2 		$255K Buy
2,172
+15
+0.7% +$1.74K 0.06% 234
2023
Q1 		$299K Buy
2,157
+15
+0.7% +$2.02K 0.06% 229
2022
Q4 		$272K Hold
2,142
– – 0.06% 240
2022
Q3 		$271K Hold
2,142
– – 0.06% 229
2022
Q2 		$228K Hold
2,142
– – 0.05% 259
2022
Q1 		$217K Sell
2,142
-1,527
-42% -$132K 0.04% 298
2021
Q4 		$288K Hold
3,669
– – 0.06% 255
2021
Q3 		$259K Hold
3,669
– – 0.05% 288
2021
Q2 		$239K Sell
3,669
-250
-6% -$19.4K 0.05% 266
2021
Q1 		$294K Sell
3,919
-44
-1% -$2.99K 0.06% 217
2020
Q4 		$221K Buy
+3,963
New +$194K 0.05% 241
2020
Q1 		– Sell
-2,412
Closed -$218K – 276
2019
Q4 		$218K Buy
+2,412
New +$228K 0.07% 198
2019
Q3 		– Sell
-2,912
Closed -$248K – 232
2019
Q2 		$248K Buy
+2,912
New +$240K 0.09% 171
2017
Q1 		– Sell
-2,818
Closed -$193K – 207
2016
Q4 		$193K Buy
+2,818
New +$173K 0.1% 160

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Formidable Asset Management's VLO Position: Q2 2026 in Review

Formidable Asset Management reduced its Valero Energy (VLO) stake by 2% in Q2 2026, selling an estimated $11.1K and leaving 2,167 shares worth $535K. The position accounts for 0.09% of the portfolio, ranked #220.

Formidable Asset Management first reported a position in VLO in Q4 2016 and has held it in 26 quarters since. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Formidable Asset Management held 2,167 shares of Valero Energy worth $535K as of Q2 2026.
  • Formidable Asset Management sold 45 Valero Energy shares in Q2 2026, an estimated $11.1K.
  • Valero Energy made up 0.09% of Formidable Asset Management's portfolio in Q2 2026, its #220 holding.
  • Formidable Asset Management first reported a position in Valero Energy in Q4 2016 and has held it in 26 quarters since.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.