Intrua Financial’s Valero Energy VLO Stock Holding History

Intrua Financial’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	$235K	Sell	902 -27	-3%	-$6.65K	0.02%	441
2026 Q1	$229K	Buy	+929	New	+$192K	0.02%	417
2023 Q1	–	Sell	-1,665	Closed	-$231K	–	354
2022 Q4	$231K	Buy	+1,665	New	+$209K	0.05%	296
2022 Q1	–	Sell	-3,770	Closed	-$283K	–	407
2021 Q4	$283K	Buy	3,770 +109	+3%	+$8.12K	0.05%	305
2021 Q3	$288K	Buy	+3,661	New	+$244K	0.05%	293
2021 Q1	–	Sell	-4,500	Closed	-$255K	–	302
2020 Q4	$255K	Hold	4,500	–	–	0.11%	171
2020 Q3	$229K	Sell	4,500 -250	-5%	-$13.1K	0.11%	172
2020 Q2	$253K	Buy	+4,750	New	+$284K	0.1%	203

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

Intrua Financial's VLO Position: Q2 2026 in Review

Intrua Financial reduced its Valero Energy (VLO) stake by 2.9% in Q2 2026, selling an estimated $6.65K and leaving 902 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #441.

Intrua Financial first reported a position in VLO in Q2 2020 and has held it in 8 quarters since. The position peaked at $288K in Q3 2021. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Intrua Financial held 902 shares of Valero Energy worth $235K as of Q2 2026.
Intrua Financial sold 27 Valero Energy shares in Q2 2026, an estimated $6.65K.
Valero Energy made up 0.02% of Intrua Financial's portfolio in Q2 2026, its #441 holding.
Intrua Financial first reported a position in Valero Energy in Q2 2020 and has held it in 8 quarters since.
Intrua Financial's Valero Energy position peaked at $288K in Q3 2021.
1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.