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Heritage Wealth Management (Ohio)’s Valero Energy VLO Stock Holding History

Heritage Wealth Management (Ohio)’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 		$4.47M Sell
17,147
-653
-4% -$161K 1.11% 14
2026
Q1 		$4.4M Sell
17,800
-134
-0.7% -$27.6K 2.18% 6
2025
Q4 		$2.92M Sell
17,934
-185
-1% -$31.3K 0.81% 25
2025
Q3 		$3.08M Sell
18,119
-13
-0.1% -$1.94K 0.91% 21
2025
Q2 		$2.44M Sell
18,132
-1,217
-6% -$152K 0.79% 27
2025
Q1 		$2.56M Buy
19,349
+97
+0.5% +$12.9K 0.87% 21
2024
Q4 		$2.36M Sell
19,252
-398
-2% -$53.2K 0.78% 27
2024
Q3 		$2.65M Sell
19,650
-394
-2% -$57.2K 0.87% 22
2024
Q2 		$3.06M Buy
+20,044
New +$3.23M 1.03% 19

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

Heritage Wealth Management (Ohio)'s VLO Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Valero Energy (VLO) stake by 3.7% in Q2 2026, selling an estimated $161K and leaving 17,147 shares worth $4.47M. The position accounts for 1.11% of the portfolio, ranked #14.

Heritage Wealth Management (Ohio) first reported a position in VLO in Q2 2024 and has held it in 9 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 17,147 shares of Valero Energy worth $4.47M as of Q2 2026.
  • Heritage Wealth Management (Ohio) sold 653 Valero Energy shares in Q2 2026, an estimated $161K.
  • Valero Energy made up 1.11% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #14 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Valero Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.