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Fortitude Advisory Group’s Valero Energy VLO Stock Holding History

Fortitude Advisory Group’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 		$345K Hold
1,326
– – 0.13% 146
2026
Q1 		$328K Hold
1,326
– – 0.15% 142
2025
Q4 		$216K Buy
+1,326
New +$225K 0.09% 186
2024
Q3 		– Sell
-1,377
Closed -$216K – 216
2024
Q2 		$216K Sell
1,377
-1
-0.1% -$161 0.13% 165
2024
Q1 		$235K Sell
1,378
-868
-39% -$124K 0.13% 166
2023
Q4 		$292K Sell
2,246
-158
-7% -$20.1K 0.18% 137
2023
Q3 		$341K Sell
2,404
-491
-17% -$64.3K 0.23% 98
2023
Q2 		$340K Buy
2,895
+67
+2% +$7.79K 0.25% 103
2023
Q1 		$395K Hold
2,828
– – 0.31% 83
2022
Q4 		$359K Buy
2,828
+100
+4% +$12.6K 0.31% 90
2022
Q3 		$291K Buy
2,728
+470
+21% +$51.7K 0.28% 99
2022
Q2 		$240K Buy
2,258
+8
+0.4% +$947 0.22% 143
2022
Q1 		$228K Sell
2,250
-100
-4% -$8.67K 0.12% 180
2021
Q4 		$177K Buy
+2,350
New +$175K 0.09% 223

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Fortitude Advisory Group's VLO Position: Q2 2026 in Review

Fortitude Advisory Group held its Valero Energy (VLO) position steady in Q2 2026 at 1,326 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #146.

Fortitude Advisory Group first reported a position in VLO in Q4 2021 and has held it in 14 quarters since. The position peaked at $395K in Q1 2023. 734 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Fortitude Advisory Group held 1,326 shares of Valero Energy worth $345K as of Q2 2026.
  • Fortitude Advisory Group left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.13% of Fortitude Advisory Group's portfolio in Q2 2026, its #146 holding.
  • Fortitude Advisory Group first reported a position in Valero Energy in Q4 2021 and has held it in 14 quarters since.
  • Fortitude Advisory Group's Valero Energy position peaked at $395K in Q1 2023.
  • 734 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.