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Foundations Investment Advisors’s Valero Energy VLO Stock Holding History

Foundations Investment 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 		$12.9M Buy
49,353
+2,711
+6% +$667K 0.13% 152
2026
Q1 		$11.5M Buy
46,642
+3,237
+7% +$667K 0.14% 152
2025
Q4 		$7.07M Sell
43,405
-11,229
-21% -$1.9M 0.09% 173
2025
Q3 		$9.3M Buy
54,634
+484
+0.9% +$72.2K 0.14% 145
2025
Q2 		$7.28M Buy
54,150
+7,656
+16% +$954K 0.11% 156
2025
Q1 		$6.14M Buy
46,494
+3,895
+9% +$517K 0.11% 175
2024
Q4 		$5.22M Buy
42,599
+6,601
+18% +$883K 0.1% 184
2024
Q3 		$4.86M Buy
35,998
+3,290
+10% +$478K 0.1% 169
2024
Q2 		$5.13M Sell
32,708
-478
-1% -$77.1K 0.12% 134
2024
Q1 		$5.66M Sell
33,186
-300
-0.9% -$43K 0.15% 127
2023
Q4 		$4.63M Sell
33,486
-774
-2% -$98.5K 0.12% 128
2023
Q3 		$4.85M Buy
34,260
+695
+2% +$91K 0.15% 112
2023
Q2 		$3.94M Buy
33,565
+1,565
+5% +$182K 0.13% 114
2023
Q1 		$4.47M Sell
32,000
-3,930
-11% -$528K 0.16% 93
2022
Q4 		$4.56M Buy
35,930
+31,603
+730% +$3.97M 0.18% 71
2022
Q3 		$462K Buy
+4,327
New +$476K 0.02% 261

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

Foundations Investment Advisors's VLO Position: Q2 2026 in Review

Foundations Investment Advisors increased its Valero Energy (VLO) stake by 5.8% in Q2 2026, buying an estimated $667K and bringing the position to 49,353 shares worth $12.9M. The position accounts for 0.13% of the portfolio, ranked #152.

Foundations Investment Advisors first reported a position in VLO in Q3 2022 and has held it in 16 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Foundations Investment Advisors held 49,353 shares of Valero Energy worth $12.9M as of Q2 2026.
  • Foundations Investment Advisors bought 2,711 Valero Energy shares in Q2 2026, an estimated $667K.
  • Valero Energy made up 0.13% of Foundations Investment Advisors's portfolio in Q2 2026, its #152 holding.
  • Foundations Investment Advisors first reported a position in Valero Energy in Q3 2022 and has held it in 16 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.