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HB Wealth Management’s Valero Energy VLO Stock Holding History

HB 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 		$6.03M Buy
23,147
+1,913
+9% +$471K 0.03% 248
2026
Q1 		$5.25M Buy
21,234
+1,503
+8% +$310K 0.03% 250
2025
Q4 		$3.21M Sell
19,731
-103
-0.5% -$17.4K 0.02% 329
2025
Q3 		$3.38M Buy
19,834
+2,947
+17% +$439K 0.02% 314
2025
Q2 		$2.27M Sell
16,887
-1,820
-10% -$227K 0.02% 347
2025
Q1 		$2.47M Buy
18,707
+1,155
+7% +$153K 0.02% 343
2024
Q4 		$2.15M Buy
17,552
+1,633
+10% +$218K 0.02% 270
2024
Q3 		$2.15M Sell
15,919
-2,174
-12% -$316K 0.02% 266
2024
Q2 		$2.84M Buy
18,093
+4,261
+31% +$688K 0.03% 216
2024
Q1 		$2.36M Buy
13,832
+970
+8% +$139K 0.03% 217
2023
Q4 		$1.67M Buy
12,862
+367
+3% +$46.7K 0.02% 250
2023
Q3 		$1.77M Buy
12,495
+921
+8% +$121K 0.03% 225
2023
Q2 		$1.36M Sell
11,574
-591
-5% -$68.7K 0.02% 251
2023
Q1 		$1.7M Sell
12,165
-1,676
-12% -$225K 0.03% 217
2022
Q4 		$1.76M Buy
13,841
+6,580
+91% +$826K 0.03% 212
2022
Q3 		$776K Buy
7,261
+797
+12% +$87.7K 0.02% 286
2022
Q2 		$687K Buy
6,464
+619
+11% +$73.3K 0.01% 298
2022
Q1 		$594K Sell
5,845
-351
-6% -$30.4K 0.01% 319
2021
Q4 		$465K Buy
+6,196
New +$461K 0.01% 322

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

HB Wealth Management's VLO Position: Q2 2026 in Review

HB Wealth Management increased its Valero Energy (VLO) stake by 9% in Q2 2026, buying an estimated $471K and bringing the position to 23,147 shares worth $6.03M. The position accounts for 0.03% of the portfolio, ranked #248.

HB Wealth Management first reported a position in VLO in Q4 2021 and has held it in 19 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • HB Wealth Management held 23,147 shares of Valero Energy worth $6.03M as of Q2 2026.
  • HB Wealth Management bought 1,913 Valero Energy shares in Q2 2026, an estimated $471K.
  • Valero Energy made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #248 holding.
  • HB Wealth Management first reported a position in Valero Energy in Q4 2021 and has held it in 19 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.