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Holos Integrated Wealth’s Valero Energy VLO Stock Holding History

Holos Integrated Wealth’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 		$8.25K Hold
31
– – ﹤0.01% 277
2026
Q1 		$7.8K Hold
31
– – ﹤0.01% 272
2025
Q4 		$5.13K Hold
31
– – ﹤0.01% 237
2025
Q3 		$4.9K Hold
31
– – ﹤0.01% 232
2025
Q2 		$4.13K Hold
31
– – ﹤0.01% 238
2025
Q1 		$4.09K Hold
31
– – ﹤0.01% 242
2024
Q4 		$3.8K Buy
+31
New +$4.15K ﹤0.01% 247

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

Holos Integrated Wealth's VLO Position: Q2 2026 in Review

Holos Integrated Wealth held its Valero Energy (VLO) position steady in Q2 2026 at 31 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Holos Integrated Wealth first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Holos Integrated Wealth held 31 shares of Valero Energy worth $8.25K as of Q2 2026.
  • Holos Integrated Wealth left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #277 holding.
  • Holos Integrated Wealth first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • 601 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.