Golden State Wealth Management’s Valero Energy VLO Stock Holding History

Golden State Wealth 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	$333K	Buy	1,279 +290	+29%	+$71.4K	0.03%	336
2026 Q1	$244K	Buy	989 +696	+238%	+$143K	0.03%	359
2025 Q4	$47.8K	Hold	293	–	–	0.01%	699
2025 Q3	$49.9K	Buy	293 +1	+0.3%	+$149	0.01%	681
2025 Q2	$39.4K	Hold	292	–	–	﹤0.01%	701
2025 Q1	$38.6K	Sell	292 -19	-6%	-$2.52K	0.01%	645
2024 Q4	$38.1K	Buy	+311	New	+$41.6K	0.01%	629
2020 Q2	–	Sell	-800	Closed	-$36K	–	916
2020 Q1	$36K	Buy	+800	New	+$58.1K	0.02%	412
2019 Q4	–	Sell	-772	Closed	-$66K	–	921
2019 Q3	$66K	Sell	772 -501	-39%	-$40.5K	0.02%	378
2019 Q2	$109K	Sell	1,273 -2	-0.2%	-$165	0.03%	319
2019 Q1	$108K	Buy	+1,275	New	+$105K	0.04%	313

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

Golden State Wealth Management's VLO Position: Q2 2026 in Review

Golden State Wealth Management increased its Valero Energy (VLO) stake by 29% in Q2 2026, buying an estimated $71.4K and bringing the position to 1,279 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #336.

Golden State Wealth Management first reported a position in VLO in Q1 2019 and has held it in 11 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Golden State Wealth Management held 1,279 shares of Valero Energy worth $333K as of Q2 2026.
Golden State Wealth Management bought 290 Valero Energy shares in Q2 2026, an estimated $71.4K.
Valero Energy made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #336 holding.
Golden State Wealth Management first reported a position in Valero Energy in Q1 2019 and has held it in 11 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.