Garrett Wealth Advisory Group’s Valero Energy VLO Stock Holding History

Garrett Wealth Advisory 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	$1.47M	Sell	5,660 -191	-3%	-$47K	0.23%	41
2026 Q1	$1.45M	Buy	5,851 +1,258	+27%	+$259K	0.26%	36
2025 Q4	$748K	Sell	4,593 -37	-0.8%	-$6.27K	0.14%	51
2025 Q3	$788K	Buy	4,630 +37	+0.8%	+$5.52K	0.15%	48
2025 Q2	$617K	Hold	4,593	–	–	0.13%	53
2025 Q1	$607K	Buy	4,593 +309	+7%	+$41K	0.14%	48
2024 Q4	$525K	Buy	4,284 +200	+5%	+$26.8K	0.12%	50
2024 Q3	$551K	Hold	4,084	–	–	0.14%	52
2024 Q2	$640K	Buy	+4,084	New	+$659K	0.23%	39
2019 Q4	–	Sell	-43	Closed	-$3.67K	–	615
2019 Q3	$3.67K	Buy	+43	New	+$3.48K	﹤0.01%	423

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

Garrett Wealth Advisory Group's VLO Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its Valero Energy (VLO) stake by 3.3% in Q2 2026, selling an estimated $47K and leaving 5,660 shares worth $1.47M. The position accounts for 0.23% of the portfolio, ranked #41.

Garrett Wealth Advisory Group first reported a position in VLO in Q3 2019 and has held it in 10 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Garrett Wealth Advisory Group held 5,660 shares of Valero Energy worth $1.47M as of Q2 2026.
Garrett Wealth Advisory Group sold 191 Valero Energy shares in Q2 2026, an estimated $47K.
Valero Energy made up 0.23% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #41 holding.
Garrett Wealth Advisory Group first reported a position in Valero Energy in Q3 2019 and has held it in 10 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.