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Impact Partnership Wealth’s Valero Energy VLO Stock Holding History

Impact Partnership 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 		$2.09M Buy
8,011
+1,167
+17% +$287K 0.2% 69
2026
Q1 		$1.69M Buy
6,844
+3,721
+119% +$767K 0.21% 64
2025
Q4 		$508K Sell
3,123
-262
-8% -$44.4K 0.07% 187
2025
Q3 		$576K Sell
3,385
-503
-13% -$75K 0.09% 145
2025
Q2 		$523K Sell
3,888
-5,602
-59% -$698K 0.1% 134
2025
Q1 		$1.25M Buy
+9,490
New +$1.26M 0.27% 39
2024
Q4 		– Sell
-8,442
Closed -$1.14M – 336
2024
Q3 		$1.14M Buy
8,442
+556
+7% +$80.7K 0.26% 42
2024
Q2 		$1.24M Buy
7,886
+5,798
+278% +$936K 0.32% 35
2024
Q1 		$356K Buy
2,088
+80
+4% +$11.5K 0.14% 106
2023
Q4 		$261K Sell
2,008
-744
-27% -$94.7K 0.1% 137
2023
Q3 		$390K Buy
2,752
+10
+0.4% +$1.31K 0.12% 91
2023
Q2 		$322K Buy
+2,742
New +$319K 0.11% 130

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

Impact Partnership Wealth's VLO Position: Q2 2026 in Review

Impact Partnership Wealth increased its Valero Energy (VLO) stake by 17% in Q2 2026, buying an estimated $287K and bringing the position to 8,011 shares worth $2.09M. The position accounts for 0.2% of the portfolio, ranked #69.

Impact Partnership Wealth first reported a position in VLO in Q2 2023 and has held it in 12 quarters since. 1,983 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Impact Partnership Wealth held 8,011 shares of Valero Energy worth $2.09M as of Q2 2026.
  • Impact Partnership Wealth bought 1,167 Valero Energy shares in Q2 2026, an estimated $287K.
  • Valero Energy made up 0.2% of Impact Partnership Wealth's portfolio in Q2 2026, its #69 holding.
  • Impact Partnership Wealth first reported a position in Valero Energy in Q2 2023 and has held it in 12 quarters since.
  • 1,983 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.