GoalVest Advisory’s Valero Energy VLO Stock Holding History

GoalVest Advisory’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	$1.61M	Sell	6,169 -505	-8%	-$124K	0.3%	44
2026 Q1	$1.65M	Sell	6,674 -1,507	-18%	-$311K	0.32%	54
2025 Q4	$1.33M	Sell	8,181 -1,916	-19%	-$325K	0.26%	67
2025 Q3	$1.72M	Buy	10,097 +938	+10%	+$140K	0.36%	45
2025 Q2	$1.23M	Buy	9,159 +301	+3%	+$37.5K	0.3%	62
2025 Q1	$1.17M	Buy	8,858 +1,924	+28%	+$255K	0.32%	65
2024 Q4	$850K	Sell	6,934 -90	-1%	-$12K	0.23%	72
2024 Q3	$948K	Buy	7,024 +504	+8%	+$73.2K	0.27%	64
2024 Q2	$1.02M	Sell	6,520 -968	-13%	-$156K	0.33%	57
2024 Q1	$1.28M	Buy	7,488 +96	+1%	+$13.8K	0.43%	40
2023 Q4	$961K	Buy	7,392 +526	+8%	+$66.9K	0.42%	42
2023 Q3	$973K	Buy	6,866 +488	+8%	+$63.9K	0.49%	34
2023 Q2	$748K	Sell	6,378 -1,394	-18%	-$162K	0.39%	54
2023 Q1	$1.08M	Buy	7,772 +783	+11%	+$105K	0.64%	43
2022 Q4	$887K	Buy	6,989 +642	+10%	+$80.6K	0.57%	47
2022 Q3	$678K	Buy	6,347 +1,354	+27%	+$149K	0.48%	59
2022 Q2	$517K	Buy	+4,993	New	+$591K	0.33%	89

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

GoalVest Advisory's VLO Position: Q2 2026 in Review

GoalVest Advisory reduced its Valero Energy (VLO) stake by 7.6% in Q2 2026, selling an estimated $124K and leaving 6,169 shares worth $1.61M. The position accounts for 0.3% of the portfolio, ranked #44.

GoalVest Advisory first reported a position in VLO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.72M in Q3 2025. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

GoalVest Advisory held 6,169 shares of Valero Energy worth $1.61M as of Q2 2026.
GoalVest Advisory sold 505 Valero Energy shares in Q2 2026, an estimated $124K.
Valero Energy made up 0.3% of GoalVest Advisory's portfolio in Q2 2026, its #44 holding.
GoalVest Advisory first reported a position in Valero Energy in Q2 2022 and has held it in 17 quarters since.
GoalVest Advisory's Valero Energy position peaked at $1.72M in Q3 2025.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.