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GeoWealth Management’s Valero Energy VLO Stock Holding History

GeoWealth Management’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 		$2.02M Buy
7,744
+1,188
+18% +$293K 0.06% 173
2026
Q1 		$1.62M Buy
6,556
+5,200
+383% +$1.07M 0.06% 191
2025
Q4 		$221K Buy
1,356
+23
+2% +$3.9K 0.01% 644
2025
Q3 		$227K Sell
1,333
-13
-1% -$1.94K 0.01% 661
2025
Q2 		$181K Sell
1,346
-15
-1% -$1.87K 0.01% 690
2025
Q1 		$180K Sell
1,361
-159
-10% -$21.1K 0.01% 683
2024
Q4 		$186K Sell
1,520
-349
-19% -$46.7K 0.01% 793
2024
Q3 		$252K Sell
1,869
-27
-1% -$3.92K 0.01% 648
2024
Q2 		$297K Buy
1,896
+715
+61% +$115K 0.01% 579
2024
Q1 		$202K Buy
1,181
+258
+28% +$37K 0.01% 688
2023
Q4 		$121K Sell
923
-7,760
-89% -$987K 0.01% 568
2023
Q3 		$1.23M Buy
8,683
+7,631
+725% +$1,000K 0.14% 127
2023
Q2 		$123K Buy
1,052
+119
+13% +$13.8K 0.01% 273
2023
Q1 		$131K Buy
+933
New +$125K 0.02% 230

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

GeoWealth Management's VLO Position: Q2 2026 in Review

GeoWealth Management increased its Valero Energy (VLO) stake by 18% in Q2 2026, buying an estimated $293K and bringing the position to 7,744 shares worth $2.02M. The position accounts for 0.06% of the portfolio, ranked #173.

GeoWealth Management first reported a position in VLO in Q1 2023 and has held it in 14 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • GeoWealth Management held 7,744 shares of Valero Energy worth $2.02M as of Q2 2026.
  • GeoWealth Management bought 1,188 Valero Energy shares in Q2 2026, an estimated $293K.
  • Valero Energy made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #173 holding.
  • GeoWealth Management first reported a position in Valero Energy in Q1 2023 and has held it in 14 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.