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Foster Victor Wealth Advisors’s Valero Energy VLO Stock Holding History

Foster Victor Wealth 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 		$27.5M Sell
91,288
-14,833
-14% -$3.65M 1.45% 9
2026
Q1 		$25M Buy
106,121
+380
+0.4% +$78.3K 1.43% 13
2025
Q4 		$19.4M Buy
105,741
+3,763
+4% +$638K 1.13% 24
2025
Q3 		$16.4M Sell
101,978
-13,315
-12% -$1.99M 1.02% 41
2025
Q2 		$17.2M Buy
115,293
+4,891
+4% +$609K 1.17% 25
2025
Q1 		$12.2M Buy
110,402
+5,393
+5% +$716K 0.98% 46
2024
Q4 		$14.8M Buy
105,009
+18,491
+21% +$2.47M 1.13% 29
2024
Q3 		$12.1M Buy
86,518
+11,533
+15% +$1.67M 0.97% 43
2024
Q2 		$11.2M Sell
74,985
-31,778
-30% -$5.13M 0.93% 45
2024
Q1 		$18.9M Sell
106,763
-14,714
-12% -$2.11M 1.72% 10
2023
Q4 		$15.7M Buy
121,477
+3,872
+3% +$493K 1.61% 15
2023
Q3 		$14.9M Sell
117,605
-14,111
-11% -$1.85M 1.73% 13
2023
Q2 		$15.4M Buy
131,716
+19,946
+18% +$2.32M 1.71% 18
2023
Q1 		$14.2M Sell
111,770
-900
-0.8% -$121K 1.73% 15
2022
Q4 		$14.4M Buy
112,670
+219
+0.2% +$27.5K 1.83% 7
2022
Q3 		$13.4M Buy
112,451
+14,006
+14% +$1.54M 1.95% 5
2022
Q2 		$10M Sell
98,445
-22,201
-18% -$2.63M 1.49% 25
2022
Q1 		$12.5M Sell
120,646
-5,948
-5% -$516K 1.71% 15
2021
Q4 		$10.7M Buy
126,594
+13,000
+11% +$968K 1.45% 20
2021
Q3 		$8.02M Buy
113,594
+13,183
+13% +$877K 1.28% 29
2021
Q2 		$7.84M Buy
100,411
+10,075
+11% +$780K 1.31% 30
2021
Q1 		$6.35M Sell
90,336
-12,977
-13% -$882K 1.18% 32
2020
Q4 		$5.84M Buy
103,313
+9,219
+10% +$452K 1.33% 27
2020
Q3 		$4.08M Buy
94,094
+26,388
+39% +$1.38M 1.11% 35
2020
Q2 		$3.98M Sell
67,706
-24,311
-26% -$1.45M 1.32% 30
2020
Q1 		$4.55M Buy
92,017
+51,790
+129% +$3.76M 2% 8
2019
Q4 		$3.75M Buy
40,227
+8,023
+25% +$758K 1.62% 11
2019
Q3 		$2.69M Buy
32,204
+20,261
+170% +$1.64M 1.49% 13
2019
Q2 		$972K Buy
+11,943
New +$986K 0.71% 26

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Foster Victor Wealth Advisors's VLO Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Valero Energy (VLO) stake by 14% in Q2 2026, selling an estimated $3.65M and leaving 91,288 shares worth $27.5M. The position accounts for 1.45% of the portfolio, ranked #9.

Foster Victor Wealth Advisors first reported a position in VLO in Q2 2019 and has held it in 29 quarters since. 1,976 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Foster Victor Wealth Advisors held 91,288 shares of Valero Energy worth $27.5M as of Q2 2026.
  • Foster Victor Wealth Advisors sold 14,833 Valero Energy shares in Q2 2026, an estimated $3.65M.
  • Valero Energy made up 1.45% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Foster Victor Wealth Advisors first reported a position in Valero Energy in Q2 2019 and has held it in 29 quarters since.
  • 1,976 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.