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Henrickson Nauta Wealth Advisors’s Valero Energy VLO Stock Holding History

Henrickson Nauta Wealth Advisors’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 		$304K Buy
1,167
+18
+2% +$4.43K 0.07% 86
2026
Q1 		$284K Sell
1,149
-1,011
-47% -$208K 0.08% 81
2025
Q4 		$385K Buy
+2,160
New +$366K 0.06% 87
2022
Q1 		– Sell
-1,121
Closed -$88K – 253
2021
Q4 		$88K Buy
+1,121
New +$83.5K 0.07% 67

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

Henrickson Nauta Wealth Advisors's VLO Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its Valero Energy (VLO) stake by 1.6% in Q2 2026, buying an estimated $4.43K and bringing the position to 1,167 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #86.

Henrickson Nauta Wealth Advisors first reported a position in VLO in Q4 2021 and has held it in 4 quarters since. The position peaked at $385K in Q4 2025. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 1,167 shares of Valero Energy worth $304K as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 18 Valero Energy shares in Q2 2026, an estimated $4.43K.
  • Valero Energy made up 0.07% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Valero Energy in Q4 2021 and has held it in 4 quarters since.
  • Henrickson Nauta Wealth Advisors's Valero Energy position peaked at $385K in Q4 2025.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.