Forza Wealth Management’s Valero Energy VLO Stock Holding History

Forza 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	$876K	Hold	3,364	–	–	0.27%	84
2026 Q1	$831K	Buy	3,364 +18	+0.5%	+$3.71K	0.29%	81
2025 Q4	$545K	Hold	3,346	–	–	0.2%	116
2025 Q3	$570K	Hold	3,346	–	–	0.22%	108
2025 Q2	$450K	Hold	3,346	–	–	0.18%	127
2025 Q1	$442K	Hold	3,346	–	–	0.2%	119
2024 Q4	$410K	Hold	3,346	–	–	0.19%	123
2024 Q3	$452K	Sell	3,346 -1	-0%	-$145	0.21%	126
2024 Q2	$525K	Hold	3,347	–	–	0.27%	103
2024 Q1	$571K	Hold	3,347	–	–	0.3%	92
2023 Q4	$435K	Hold	3,347	–	–	0.24%	118
2023 Q3	$474K	Hold	3,347	–	–	0.24%	116
2023 Q2	$393K	Hold	3,347	–	–	0.2%	133
2023 Q1	$467K	Buy	3,347 +476	+17%	+$63.9K	0.24%	122
2022 Q4	$364K	Buy	+2,871	New	+$360K	0.24%	106

Other funds holding VLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

Forza Wealth Management held its Valero Energy (VLO) position steady in Q2 2026 at 3,364 shares worth $876K. The position accounts for 0.27% of the portfolio, ranked #84.

Forza Wealth Management first reported a position in VLO in Q4 2022 and has held it in 15 quarters since. 413 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Forza Wealth Management held 3,364 shares of Valero Energy worth $876K as of Q2 2026.
Forza Wealth Management left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.27% of Forza Wealth Management's portfolio in Q2 2026, its #84 holding.
Forza Wealth Management first reported a position in Valero Energy in Q4 2022 and has held it in 15 quarters since.
413 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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