Fountainhead AM’s Valero Energy VLO Stock Holding History

Fountainhead AM’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	$464K	Buy	1,782 +116	+7%	+$28.6K	0.35%	54
2026 Q1	$412K	Buy	+1,666	New	+$343K	0.37%	53

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

Fountainhead AM's VLO Position: Q2 2026 in Review

Fountainhead AM increased its Valero Energy (VLO) stake by 7% in Q2 2026, buying an estimated $28.6K and bringing the position to 1,782 shares worth $464K. The position accounts for 0.35% of the portfolio, ranked #54.

Fountainhead AM first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Fountainhead AM held 1,782 shares of Valero Energy worth $464K as of Q2 2026.
Fountainhead AM bought 116 Valero Energy shares in Q2 2026, an estimated $28.6K.
Valero Energy made up 0.35% of Fountainhead AM's portfolio in Q2 2026, its #54 holding.
Fountainhead AM first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.