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Independent Solutions Wealth Management’s Valero Energy VLO Stock Holding History

Independent Solutions Wealth Management’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 		$3.31M Sell
12,727
-94
-0.7% -$23.1K 0.43% 68
2026
Q1 		$3.17M Sell
12,821
-436
-3% -$89.9K 0.47% 61
2025
Q4 		$2.16M Buy
13,257
+13
+0.1% +$2.2K 0.4% 81
2025
Q3 		$2.25M Sell
13,244
-6
-0% -$895 0.4% 78
2025
Q2 		$1.78M Sell
13,250
-182
-1% -$22.7K 0.35% 86
2025
Q1 		$1.77M Buy
13,432
+174
+1% +$23.1K 0.4% 78
2024
Q4 		$1.63M Hold
13,258
– – 0.36% 88
2024
Q3 		$1.79M Buy
13,258
+273
+2% +$39.6K 0.4% 77
2024
Q2 		$2.04M Sell
12,985
-278
-2% -$44.9K 0.47% 66
2024
Q1 		$2.26M Buy
13,263
+638
+5% +$91.4K 0.54% 57
2023
Q4 		$1.64M Buy
12,625
+4,738
+60% +$603K 0.42% 70
2023
Q3 		$1.12M Sell
7,887
-474
-6% -$62.1K 0.29% 81
2023
Q2 		$981K Buy
8,361
+5,202
+165% +$605K 0.25% 95
2023
Q1 		$441K Sell
3,159
-702
-18% -$94.3K 0.13% 128
2022
Q4 		$490K Sell
3,861
-326
-8% -$40.9K 0.15% 124
2022
Q3 		$447K Hold
4,187
– – 0.15% 122
2022
Q2 		$445K Buy
+4,187
New +$496K 0.14% 123
2020
Q4 		– Sell
-5,757
Closed -$249K – 184
2020
Q3 		$249K Buy
5,757
+408
+8% +$21.4K 0.1% 143
2020
Q2 		$315K Sell
5,349
-3,860
-42% -$231K 0.13% 120
2020
Q1 		$418K Sell
9,209
-1,042
-10% -$75.7K 0.23% 80
2019
Q4 		$960K Buy
+10,251
New +$969K 0.43% 45

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 Solutions Wealth Management's VLO Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Valero Energy (VLO) stake by 0.73% in Q2 2026, selling an estimated $23.1K and leaving 12,727 shares worth $3.31M. The position accounts for 0.43% of the portfolio, ranked #68.

Independent Solutions Wealth Management first reported a position in VLO in Q4 2019 and has held it in 21 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Independent Solutions Wealth Management held 12,727 shares of Valero Energy worth $3.31M as of Q2 2026.
  • Independent Solutions Wealth Management sold 94 Valero Energy shares in Q2 2026, an estimated $23.1K.
  • Valero Energy made up 0.43% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Independent Solutions Wealth Management first reported a position in Valero Energy in Q4 2019 and has held it in 21 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.