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Guardian Wealth Advisors (North Carolina)’s Valero Energy VLO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$494K Buy
1,898
+1,037
+120% +$255K 0.03% 241
2026
Q1 		$213K Sell
861
-1,063
-55% -$219K 0.01% 343
2025
Q4 		$313K Buy
1,924
+3
+0.2% +$508 0.02% 289
2025
Q3 		$327K Buy
1,921
+138
+8% +$20.6K 0.02% 276
2025
Q2 		$240K Sell
1,783
-297
-14% -$37K 0.02% 301
2025
Q1 		$275K Buy
2,080
+101
+5% +$13.4K 0.02% 263
2024
Q4 		$243K Buy
1,979
+173
+10% +$23.1K 0.02% 283
2024
Q3 		$244K Sell
1,806
-31
-2% -$4.5K 0.03% 242
2024
Q2 		$288K Sell
1,837
-3
-0.2% -$484 0.03% 209
2024
Q1 		$314K Buy
1,840
+56
+3% +$8.02K 0.04% 203
2023
Q4 		$232K Sell
1,784
-111
-6% -$14.1K 0.04% 224
2023
Q3 		$269K Buy
1,895
+136
+8% +$17.8K 0.05% 193
2023
Q2 		$206K Buy
1,759
+94
+6% +$10.9K 0.04% 225
2023
Q1 		$232K Buy
+1,665
New +$224K 0.04% 194

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 $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s VLO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Valero Energy (VLO) stake by 120% in Q2 2026, buying an estimated $255K and bringing the position to 1,898 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #241.

Guardian Wealth Advisors (North Carolina) first reported a position in VLO in Q1 2023 and has held it in 14 quarters since. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,898 shares of Valero Energy worth $494K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 1,037 Valero Energy shares in Q2 2026, an estimated $255K.
  • Valero Energy made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #241 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Valero Energy in Q1 2023 and has held it in 14 quarters since.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.