Fortis Capital Advisors’s Valero Energy VLO Stock Holding History

Fortis Capital 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	–	Sell	-862	Closed	-$213K	–	463
2026 Q1	$213K	Buy	+862	New	+$178K	0.03%	351
2023 Q2	–	Sell	-791	Closed	-$110K	–	613
2023 Q1	$110K	Sell	791 -1,322	-63%	-$178K	0.06%	164
2022 Q4	$268K	Buy	+2,113	New	+$265K	0.16%	91

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

Fortis Capital Advisors's VLO Position: Q2 2026 in Review

Fortis Capital Advisors sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 862 shares — an estimated $213K sold.

Fortis Capital Advisors first reported a position in VLO in Q4 2022 and held it in 3 quarters. The position peaked at $268K in Q4 2022. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Fortis Capital Advisors reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
Fortis Capital Advisors sold 862 Valero Energy shares in Q2 2026, an estimated $213K.
Fortis Capital Advisors first reported a position in Valero Energy in Q4 2022 and held it in 3 quarters.
Fortis Capital Advisors's Valero Energy position peaked at $268K in Q4 2022.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.