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Goldstone Financial Group’s Valero Energy VLO Stock Holding History

Goldstone Financial 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 		$902K Sell
3,462
-5
-0.1% -$1.23K 0.08% 131
2026
Q1 		$857K Buy
3,467
+17
+0.5% +$3.5K 0.09% 128
2025
Q4 		$562K Buy
3,450
+16
+0.5% +$2.71K 0.06% 156
2025
Q3 		$585K Buy
3,434
+1
+0% +$149 0.07% 153
2025
Q2 		$496K Buy
3,433
+28
+0.8% +$3.49K 0.07% 153
2025
Q1 		$450K Sell
3,405
-34
-1% -$4.51K 0.07% 142
2024
Q4 		$422K Buy
3,439
+36
+1% +$4.82K 0.07% 138
2024
Q3 		$460K Hold
3,403
– – 0.08% 125
2024
Q2 		$533K Sell
3,403
-32
-0.9% -$5.16K 0.11% 105
2024
Q1 		$586K Buy
3,435
+22
+0.6% +$3.15K 0.13% 97
2023
Q4 		$444K Buy
3,413
+10
+0.3% +$1.27K 0.11% 100
2023
Q3 		$482K Buy
3,403
+45
+1% +$5.89K 0.14% 96
2023
Q2 		$394K Sell
3,358
-72
-2% -$8.37K 0.12% 104
2023
Q1 		$479K Buy
+3,430
New +$461K 0.16% 86

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

Goldstone Financial Group's VLO Position: Q2 2026 in Review

Goldstone Financial Group reduced its Valero Energy (VLO) stake by 0.14% in Q2 2026, selling an estimated $1.23K and leaving 3,462 shares worth $902K. The position accounts for 0.08% of the portfolio, ranked #131.

Goldstone Financial Group first reported a position in VLO in Q1 2023 and has held it in 14 quarters since. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Goldstone Financial Group held 3,462 shares of Valero Energy worth $902K as of Q2 2026.
  • Goldstone Financial Group sold 5 Valero Energy shares in Q2 2026, an estimated $1.23K.
  • Valero Energy made up 0.08% of Goldstone Financial Group's portfolio in Q2 2026, its #131 holding.
  • Goldstone Financial Group first reported a position in Valero Energy in Q1 2023 and has held it in 14 quarters since.
  • 1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.