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Forteris Wealth Management’s Valero Energy VLO Stock Holding History

Forteris Wealth 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 		$1.53M Hold
5,884
– – 1.25% 27
2026
Q1 		$1.45M Hold
5,884
– – 1.39% 25
2025
Q4 		$958K Buy
+5,884
New +$997K 0.94% 27

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Forteris Wealth Management's VLO Position: Q2 2026 in Review

Forteris Wealth Management held its Valero Energy (VLO) position steady in Q2 2026 at 5,884 shares worth $1.53M. The position accounts for 1.25% of the portfolio, ranked #27.

Forteris Wealth Management first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 1,212 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Forteris Wealth Management held 5,884 shares of Valero Energy worth $1.53M as of Q2 2026.
  • Forteris Wealth Management left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 1.25% of Forteris Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Forteris Wealth Management first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,212 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.