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Global Wealth Strategies & Associates’s Valero Energy VLO Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-190
Closed -$46.9K – 458
2026
Q1 		$46.9K Sell
190
-29
-13% -$5.98K 0.01% 175
2025
Q4 		$35.7K Buy
219
+19
+10% +$3.22K 0.01% 187
2025
Q3 		$34.1K Buy
+200
New +$29.8K 0.01% 176
2025
Q2 		– Sell
-78
Closed -$10.3K – 466
2025
Q1 		$10.3K Buy
+78
New +$10.3K ﹤0.01% 260

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

Global Wealth Strategies & Associates's VLO Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 190 shares — an estimated $46.9K sold.

Global Wealth Strategies & Associates first reported a position in VLO in Q1 2025 and held it in 4 quarters. The position peaked at $46.9K in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 190 Valero Energy shares in Q2 2026, an estimated $46.9K.
  • Global Wealth Strategies & Associates first reported a position in Valero Energy in Q1 2025 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's Valero Energy position peaked at $46.9K in Q1 2026.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.