JFS Wealth Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $421K | Sell |
1,618
-1,050
| -39% | -$259K | 0.02% | 247 |
|
|
2026
Q1 | $659K | Buy |
2,668
+2,014
| +308% | +$415K | 0.04% | 206 |
|
|
2025
Q4 | $106K | Buy |
654
+47
| +8% | +$7.96K | 0.01% | 397 |
|
|
2025
Q3 | $103K | Buy |
607
+50
| +9% | +$7.46K | 0.01% | 406 |
|
|
2025
Q2 | $74.9K | Buy |
557
+21
| +4% | +$2.62K | ﹤0.01% | 412 |
|
|
2025
Q1 | $70.8K | Buy |
536
+4
| +0.8% | +$531 | ﹤0.01% | 416 |
|
|
2024
Q4 | $65.2K | Sell |
532
-36
| -6% | -$4.82K | ﹤0.01% | 416 |
|
|
2024
Q3 | $76.7K | Buy |
568
+317
| +126% | +$46K | 0.01% | 401 |
|
|
2024
Q2 | $39.3K | Buy |
251
+13
| +5% | +$2.1K | ﹤0.01% | 461 |
|
|
2024
Q1 | $40.6K | Hold |
238
| – | – | ﹤0.01% | 474 |
|
|
2023
Q4 | $30.9K | Sell |
238
-17
| -7% | -$2.16K | ﹤0.01% | 492 |
|
|
2023
Q3 | $36.1K | Buy |
255
+54
| +27% | +$7.07K | ﹤0.01% | 416 |
|
|
2023
Q2 | $23.6K | Sell |
201
-8
| -4% | -$930 | ﹤0.01% | 506 |
|
|
2023
Q1 | $29.2K | Sell |
209
-5
| -2% | -$672 | ﹤0.01% | 452 |
|
|
2022
Q4 | $27.1K | Buy |
214
+9
| +4% | +$1.13K | ﹤0.01% | 468 |
|
|
2022
Q3 | $22K | Sell |
205
-55
| -21% | -$6.05K | ﹤0.01% | 556 |
|
|
2022
Q2 | $28K | Buy |
260
+88
| +51% | +$10.4K | ﹤0.01% | 521 |
|
|
2022
Q1 | $17K | Buy |
172
+22
| +15% | +$1.91K | ﹤0.01% | 652 |
|
|
2021
Q4 | $11K | Buy |
150
+46
| +44% | +$3.43K | ﹤0.01% | 679 |
|
|
2021
Q3 | $7K | Buy |
+104
| New | +$6.92K | ﹤0.01% | 692 |
|
|
2020
Q4 | – | Sell |
-43
| Closed | -$2K | – | 632 |
|
|
2020
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 523 |
|
|
2020
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 472 |
|
|
2020
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 453 |
|
|
2019
Q4 | $4K | Buy |
+43
| New | +$4.06K | ﹤0.01% | 425 |
|
|
2017
Q2 | – | Sell |
-151
| Closed | -$10K | – | 451 |
|
|
2017
Q1 | $10K | Hold |
151
| – | – | ﹤0.01% | 356 |
|
|
2016
Q4 | $10K | Hold |
151
| – | – | ﹤0.01% | 356 |
|
|
2016
Q3 | $8K | Hold |
151
| – | – | ﹤0.01% | 400 |
|
|
2016
Q2 | $8K | Hold |
151
| – | – | ﹤0.01% | 406 |
|
|
2016
Q1 | $10K | Sell |
151
-150
| -50% | -$9.54K | ﹤0.01% | 398 |
|
|
2015
Q4 | $21K | Buy |
+301
| New | +$20.5K | 0.01% | 323 |
|
|
2015
Q1 | – | Sell |
-160
| Closed | -$8K | – | 542 |
|
|
2014
Q4 | $8K | Buy |
+160
| New | +$7.75K | ﹤0.01% | 396 |
|
Other funds holding VLO
JFS Wealth Advisors's VLO Position: Q2 2026 in Review
JFS Wealth Advisors reduced its Valero Energy (VLO) stake by 39% in Q2 2026, selling an estimated $259K and leaving 1,618 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #247.
JFS Wealth Advisors first reported a position in VLO in Q4 2014 and has held it in 31 quarters since. The position peaked at $659K in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- JFS Wealth Advisors held 1,618 shares of Valero Energy worth $421K as of Q2 2026.
- JFS Wealth Advisors sold 1,050 Valero Energy shares in Q2 2026, an estimated $259K.
- Valero Energy made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #247 holding.
- JFS Wealth Advisors first reported a position in Valero Energy in Q4 2014 and has held it in 31 quarters since.
- JFS Wealth Advisors's Valero Energy position peaked at $659K in Q1 2026.
- 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.