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HBW Advisory Services’s Valero Energy VLO Stock Holding History

HBW Advisory Services’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 		$376K Buy
+1,443
New +$355K 0.03% 344
2024
Q3 		– Sell
-2,432
Closed -$381K – 397
2024
Q2 		$381K Sell
2,432
-606
-20% -$97.8K 0.06% 221
2024
Q1 		$395K Hold
3,038
– – 0.07% 195
2023
Q4 		$395K Sell
3,038
-18
-0.6% -$2.29K 0.07% 195
2023
Q3 		$433K Buy
3,056
+42
+1% +$5.5K 0.09% 186
2023
Q2 		$354K Buy
3,014
+280
+10% +$32.5K 0.08% 213
2023
Q1 		$382K Buy
2,734
+107
+4% +$14.4K 0.1% 185
2022
Q4 		$333K Buy
+2,627
New +$330K 0.09% 193

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

HBW Advisory Services's VLO Position: Q2 2026 in Review

HBW Advisory Services opened a new position in Valero Energy (VLO) in Q2 2026: 1,443 shares worth $376K. The stake represents 0.03% of the portfolio and ranks #344 among its holdings. This is a return to the name: HBW Advisory Services previously reported a position in VLO as recently as Q2 2024.

HBW Advisory Services first reported a position in VLO in Q4 2022 and has held it in 8 quarters since. The position peaked at $433K in Q3 2023. 384 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • HBW Advisory Services held 1,443 shares of Valero Energy worth $376K as of Q2 2026.
  • Valero Energy was a new HBW Advisory Services position in Q2 2026.
  • Valero Energy made up 0.03% of HBW Advisory Services's portfolio in Q2 2026, its #344 holding.
  • HBW Advisory Services first reported a position in Valero Energy in Q4 2022 and has held it in 8 quarters since.
  • HBW Advisory Services's Valero Energy position peaked at $433K in Q3 2023.
  • 384 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.