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Fourth Dimension Wealth’s Valero Energy VLO Stock Holding History

Fourth Dimension Wealth’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 		$431K Buy
1,653
+803
+94% +$198K 0.14% 110
2026
Q1 		$210K Sell
850
-1,101
-56% -$227K 0.08% 131
2025
Q4 		$318K Sell
1,951
-290
-13% -$49.1K 0.12% 100
2025
Q3 		$382K Buy
2,241
+1,541
+220% +$230K 0.15% 88
2025
Q2 		$94.1K Hold
700
– – 0.04% 176
2025
Q1 		$92.4K Hold
700
– – 0.04% 174
2024
Q4 		$85.8K Buy
+700
New +$93.7K 0.04% 168

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

Fourth Dimension Wealth's VLO Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Valero Energy (VLO) stake by 94% in Q2 2026, buying an estimated $198K and bringing the position to 1,653 shares worth $431K. The position accounts for 0.14% of the portfolio, ranked #110.

Fourth Dimension Wealth first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Fourth Dimension Wealth held 1,653 shares of Valero Energy worth $431K as of Q2 2026.
  • Fourth Dimension Wealth bought 803 Valero Energy shares in Q2 2026, an estimated $198K.
  • Valero Energy made up 0.14% of Fourth Dimension Wealth's portfolio in Q2 2026, its #110 holding.
  • Fourth Dimension Wealth first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.