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HHM Wealth Advisors’s Valero Energy VLO Stock Holding History

HHM 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 		$340K Buy
1,305
+5
+0.4% +$1.23K 0.03% 159
2026
Q1 		$321K Hold
1,300
– – 0.04% 152
2025
Q4 		$212K Hold
1,300
– – 0.02% 190
2025
Q3 		$221K Sell
1,300
-100
-7% -$14.9K 0.03% 193
2025
Q2 		$188K Hold
1,400
– – 0.02% 211
2025
Q1 		$185K Hold
1,400
– – 0.02% 193
2024
Q4 		$172K Hold
1,400
– – 0.02% 200
2024
Q3 		$189K Sell
1,400
-409
-23% -$59.4K 0.03% 173
2024
Q2 		$284K Buy
1,809
+1,309
+262% +$211K 0.04% 136
2024
Q1 		$85.3K Hold
500
– – 0.01% 226
2023
Q4 		$65K Hold
500
– – 0.01% 261
2023
Q3 		$70.9K Hold
500
– – 0.01% 231
2023
Q2 		$58.6K Hold
500
– – 0.01% 267
2023
Q1 		$69.8K Sell
500
-235
-32% -$31.6K 0.01% 238
2022
Q4 		$93.2K Hold
735
– – 0.02% 178
2022
Q3 		$79K Sell
735
-500
-40% -$55K 0.02% 181
2022
Q2 		$131K Hold
1,235
– – 0.03% 170
2022
Q1 		$125K Hold
1,235
– – 0.03% 196
2021
Q4 		$93K Hold
1,235
– – 0.02% 227
2021
Q3 		$87K Hold
1,235
– – 0.02% 225
2021
Q2 		$96K Hold
1,235
– – 0.03% 211
2021
Q1 		$88K Hold
1,235
– – 0.03% 204
2020
Q4 		$70K Buy
1,235
+235
+24% +$11.5K 0.02% 216
2020
Q3 		$43K Hold
1,000
– – 0.02% 241
2020
Q2 		$59K Hold
1,000
– – 0.02% 205
2020
Q1 		$45K Buy
+1,000
New +$72.6K 0.02% 215

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

HHM Wealth Advisors's VLO Position: Q2 2026 in Review

HHM Wealth Advisors increased its Valero Energy (VLO) stake by 0.38% in Q2 2026, buying an estimated $1.23K and bringing the position to 1,305 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #159.

HHM Wealth Advisors first reported a position in VLO in Q1 2020 and has held it in 26 quarters since. 603 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • HHM Wealth Advisors held 1,305 shares of Valero Energy worth $340K as of Q2 2026.
  • HHM Wealth Advisors bought 5 Valero Energy shares in Q2 2026, an estimated $1.23K.
  • Valero Energy made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • HHM Wealth Advisors first reported a position in Valero Energy in Q1 2020 and has held it in 26 quarters since.
  • 603 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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