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Independent Financial Group’s Valero Energy VLO Stock Holding History

Independent Financial Group’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 		$1.23M Sell
4,730
-1,132
-19% -$279K 0.02% 607
2026
Q1 		$1.45M Buy
5,862
+1,622
+38% +$334K 0.03% 509
2025
Q4 		$690K Buy
4,240
+222
+6% +$37.6K 0.02% 758
2025
Q3 		$684K Sell
4,018
-117
-3% -$17.4K 0.02% 727
2025
Q2 		$556K Sell
4,135
-308
-7% -$38.4K 0.02% 733
2025
Q1 		$587K Sell
4,443
-1,952
-31% -$259K 0.02% 655
2024
Q4 		$784K Sell
6,395
-2,062
-24% -$276K 0.03% 548
2024
Q3 		$1.14M Buy
8,457
+1,618
+24% +$235K 0.04% 407
2024
Q2 		$1.07M Buy
6,839
+634
+10% +$102K 0.04% 387
2024
Q1 		$1.06M Sell
6,205
-436
-7% -$62.5K 0.05% 368
2023
Q4 		$863K Buy
6,641
+369
+6% +$46.9K 0.05% 402
2023
Q3 		$889K Buy
6,272
+128
+2% +$16.8K 0.06% 345
2023
Q2 		$721K Buy
6,144
+70
+1% +$8.14K 0.05% 388
2023
Q1 		$848K Buy
6,074
+417
+7% +$56K 0.07% 319
2022
Q4 		$718K Buy
5,657
+42
+0.7% +$5.27K 0.06% 330
2022
Q3 		$600K Sell
5,615
-267
-5% -$29.4K 0.05% 346
2022
Q2 		$625K Sell
5,882
-3,862
-40% -$457K 0.07% 320
2022
Q1 		$989K Sell
9,744
-8,033
-45% -$697K 0.08% 257
2021
Q4 		$1.34M Buy
17,777
+163
+0.9% +$12.1K 0.11% 186
2021
Q3 		$1.24M Buy
17,614
+970
+6% +$64.6K 0.13% 170
2021
Q2 		$1.3M Buy
16,644
+7,317
+78% +$567K 0.14% 172
2021
Q1 		$668K Buy
9,327
+3,263
+54% +$222K 0.09% 254
2020
Q4 		$343K Buy
6,064
+1,025
+20% +$50.3K 0.05% 394
2020
Q3 		$218K Buy
5,039
+455
+10% +$23.8K 0.04% 436
2020
Q2 		$270K Buy
+4,584
New +$274K 0.06% 338

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

Independent Financial Group's VLO Position: Q2 2026 in Review

Independent Financial Group reduced its Valero Energy (VLO) stake by 19% in Q2 2026, selling an estimated $279K and leaving 4,730 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #607.

Independent Financial Group first reported a position in VLO in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.45M in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Independent Financial Group held 4,730 shares of Valero Energy worth $1.23M as of Q2 2026.
  • Independent Financial Group sold 1,132 Valero Energy shares in Q2 2026, an estimated $279K.
  • Valero Energy made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #607 holding.
  • Independent Financial Group first reported a position in Valero Energy in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Valero Energy position peaked at $1.45M in Q1 2026.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.