J. Safra Asset Management’s Valero Energy VLO Stock Holding History

J. Safra Asset 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	$3.91K	Hold	15	–	–	﹤0.01%	537
2026 Q1	$3.71K	Hold	15	–	–	﹤0.01%	520
2025 Q4	$2.44K	Hold	15	–	–	﹤0.01%	532
2025 Q3	$2.55K	Buy	+15	New	+$2.24K	﹤0.01%	370
2025 Q1	–	Sell	-520	Closed	-$62.2K	–	397
2024 Q4	$62.2K	Buy	+520	New	+$69.6K	0.01%	184

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's VLO Position: Q2 2026 in Review

J. Safra Asset Management held its Valero Energy (VLO) position steady in Q2 2026 at 15 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

J. Safra Asset Management first reported a position in VLO in Q4 2024 and has held it in 5 quarters since. The position peaked at $62.2K in Q4 2024. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

J. Safra Asset Management held 15 shares of Valero Energy worth $3.91K as of Q2 2026.
J. Safra Asset Management left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #537 holding.
J. Safra Asset Management first reported a position in Valero Energy in Q4 2024 and has held it in 5 quarters since.
J. Safra Asset Management's Valero Energy position peaked at $62.2K in Q4 2024.
1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.