IAG Wealth Partners’s Valero Energy VLO Stock Holding History

IAG Wealth Partners’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	$24.2K	Hold	93	–	–	﹤0.01%	289
2026 Q1	$23K	Hold	93	–	–	﹤0.01%	292
2025 Q4	$15.1K	Hold	93	–	–	﹤0.01%	318
2025 Q3	$15.8K	Hold	93	–	–	﹤0.01%	329
2025 Q2	$12.5K	Hold	93	–	–	﹤0.01%	323
2025 Q1	$12.3K	Hold	93	–	–	﹤0.01%	318
2024 Q4	$11.4K	Sell	93 -89	-49%	-$11.9K	﹤0.01%	328
2024 Q3	$24.6K	Sell	182 -42	-19%	-$6.1K	﹤0.01%	258
2024 Q2	$35.1K	Buy	224 +42	+23%	+$6.78K	0.01%	208
2024 Q1	$31.1K	Hold	182	–	–	0.01%	203
2023 Q4	$23.7K	Hold	182	–	–	0.01%	220
2023 Q3	$25.8K	Hold	182	–	–	0.01%	206
2023 Q2	$21.3K	Hold	182	–	–	0.01%	234
2023 Q1	$25.4K	Hold	182	–	–	0.01%	199
2022 Q4	$23.1K	Sell	182 -111	-38%	-$13.9K	0.01%	198
2022 Q3	$31K	Buy	+293	New	+$32.2K	0.01%	164

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IAG Wealth Partners's VLO Position: Q2 2026 in Review

IAG Wealth Partners held its Valero Energy (VLO) position steady in Q2 2026 at 93 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

IAG Wealth Partners first reported a position in VLO in Q3 2022 and has held it in 16 quarters since. The position peaked at $35.1K in Q2 2024. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

IAG Wealth Partners held 93 shares of Valero Energy worth $24.2K as of Q2 2026.
IAG Wealth Partners left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #289 holding.
IAG Wealth Partners first reported a position in Valero Energy in Q3 2022 and has held it in 16 quarters since.
IAG Wealth Partners's Valero Energy position peaked at $35.1K in Q2 2024.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.