HBK Sorce Advisory’s Valero Energy VLO Stock Holding History

HBK Sorce 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	$1.39M	Buy	4,591 +923	+25%	+$227K	0.03%	207
2026 Q1	$884K	Sell	3,668 -120	-3%	-$24.7K	0.02%	262
2025 Q4	$768K	Buy	3,788 +53	+1%	+$8.98K	0.02%	281
2025 Q3	$601K	Buy	3,735 +47	+1%	+$7.01K	0.02%	313
2025 Q2	$496K	Buy	3,688 +190	+5%	+$23.7K	0.01%	342
2025 Q1	$462K	Buy	3,498 +83	+2%	+$11K	0.01%	356
2024 Q4	$419K	Buy	3,415 +624	+22%	+$83.5K	0.01%	377
2024 Q3	$377K	Sell	2,791 -76	-3%	-$11K	0.01%	408
2024 Q2	$449K	Buy	2,867 +424	+17%	+$68.4K	0.02%	348
2024 Q1	$417K	Buy	+2,443	New	+$350K	0.01%	382
2023 Q4	–	Sell	-1,415	Closed	-$200K	–	602
2023 Q3	$200K	Buy	+1,415	New	+$185K	0.01%	515
2023 Q1	–	Sell	-2,482	Closed	-$315K	–	816
2022 Q4	$315K	Buy	+2,482	New	+$312K	0.01%	544
2020 Q1	–	Sell	-2,906	Closed	-$272K	–	459
2019 Q4	$272K	Buy	2,906 +56	+2%	+$5.29K	0.02%	362
2019 Q3	$243K	Buy	+2,850	New	+$230K	0.02%	361
2018 Q4	–	Sell	-2,007	Closed	-$228K	–	419
2018 Q3	$228K	Buy	+2,007	New	+$228K	0.03%	353
2018 Q1	–	Sell	-2,187	Closed	-$201K	–	408
2017 Q4	$201K	Buy	+2,187	New	+$180K	0.02%	370

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 $3.38T AUM 44.17% 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

HBK Sorce Advisory's VLO Position: Q2 2026 in Review

HBK Sorce Advisory increased its Valero Energy (VLO) stake by 25% in Q2 2026, buying an estimated $227K and bringing the position to 4,591 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #207.

HBK Sorce Advisory first reported a position in VLO in Q4 2017 and has held it in 16 quarters since. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

HBK Sorce Advisory held 4,591 shares of Valero Energy worth $1.39M as of Q2 2026.
HBK Sorce Advisory bought 923 Valero Energy shares in Q2 2026, an estimated $227K.
Valero Energy made up 0.03% of HBK Sorce Advisory's portfolio in Q2 2026, its #207 holding.
HBK Sorce Advisory first reported a position in Valero Energy in Q4 2017 and has held it in 16 quarters since.
1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.