Frisch Financial Group’s Valero Energy VLO Stock Holding History

Frisch Financial Group’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	$268K	Buy	1,027 +3	+0.3%	+$739	0.05%	159
2026 Q1	$253K	Buy	+1,024	New	+$211K	0.05%	149

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

Frisch Financial Group's VLO Position: Q2 2026 in Review

Frisch Financial Group increased its Valero Energy (VLO) stake by 0.29% in Q2 2026, buying an estimated $739 and bringing the position to 1,027 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #159.

Frisch Financial Group 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.

Frisch Financial Group held 1,027 shares of Valero Energy worth $268K as of Q2 2026.
Frisch Financial Group bought 3 Valero Energy shares in Q2 2026, an estimated $739.
Valero Energy made up 0.05% of Frisch Financial Group's portfolio in Q2 2026, its #159 holding.
Frisch Financial Group 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 Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.