JNBA Financial Advisors’s Valero Energy VLO Stock Holding History

JNBA Financial Advisors’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	$2.08K	Hold	8	–	–	﹤0.01%	714
2026 Q1	$1.98K	Hold	8	–	–	﹤0.01%	732
2025 Q4	$1.3K	Buy	+8	New	+$1.35K	﹤0.01%	722
2024 Q3	–	Sell	-5	Closed	-$784	–	685
2024 Q2	$784	Hold	5	–	–	﹤0.01%	611
2024 Q1	$854	Hold	5	–	–	﹤0.01%	637
2023 Q4	$650	Hold	5	–	–	﹤0.01%	668
2023 Q3	$709	Buy	+5	New	+$655	﹤0.01%	694
2023 Q2	–	Sell	-238	Closed	-$33.2K	–	752
2023 Q1	$33.2K	Hold	238	–	–	﹤0.01%	331
2022 Q4	$30.2K	Sell	238 -215	-47%	-$27K	﹤0.01%	328
2022 Q3	$48K	Hold	453	–	–	0.01%	278
2022 Q2	$48K	Hold	453	–	–	0.01%	283
2022 Q1	$46K	Hold	453	–	–	0.01%	302
2021 Q4	$34K	Hold	453	–	–	﹤0.01%	347
2021 Q3	$32K	Buy	453 +1	+0.2%	+$67	﹤0.01%	347
2021 Q2	$35K	Hold	452	–	–	﹤0.01%	329
2021 Q1	$32K	Hold	452	–	–	﹤0.01%	334
2020 Q4	$26K	Hold	452	–	–	﹤0.01%	335
2020 Q3	$20K	Hold	452	–	–	﹤0.01%	346
2020 Q2	$27K	Hold	452	–	–	0.01%	296
2020 Q1	$21K	Hold	452	–	–	0.01%	303
2019 Q4	$42K	Hold	452	–	–	0.01%	270
2019 Q3	$39K	Sell	452 -100	-18%	-$8.08K	0.01%	261
2019 Q2	$47K	Buy	552 +100	+22%	+$8.26K	0.01%	244
2019 Q1	$38K	Hold	452	–	–	0.01%	260
2018 Q4	$34K	Buy	452 +252	+126%	+$22.1K	0.01%	245
2018 Q3	$23K	Sell	200 -252	-56%	-$28.6K	0.01%	301
2018 Q2	$50K	Hold	452	–	–	0.01%	226
2018 Q1	$42K	Sell	452 -100	-18%	-$9.33K	0.01%	237
2017 Q4	$51K	Sell	552 -100	-15%	-$8.25K	0.01%	218
2017 Q3	$50K	Hold	652	–	–	0.01%	211
2017 Q2	$44K	Hold	652	–	–	0.01%	217
2017 Q1	$43K	Hold	652	–	–	0.01%	214
2016 Q4	$45K	Sell	652 -1,278	-66%	-$78.7K	0.01%	217
2016 Q3	$102K	Buy	1,930 +1,278	+196%	+$68.2K	0.01%	350
2016 Q2	$33K	Hold	652	–	–	0.01%	245
2016 Q1	$42K	Hold	652	–	–	0.02%	215
2015 Q4	$46K	Hold	652	–	–	0.02%	204
2015 Q3	$39K	Hold	652	–	–	0.02%	205
2015 Q2	$41K	Hold	652	–	–	0.02%	202
2015 Q1	$41K	Hold	652	–	–	0.02%	206
2014 Q4	$32K	Hold	652	–	–	0.01%	235
2014 Q3	$30K	Hold	652	–	–	0.01%	240
2014 Q2	$33K	Buy	652 +200	+44%	+$11K	0.02%	217
2014 Q1	$24K	Hold	452	–	–	0.01%	234
2013 Q4	$23K	Buy	+452	New	+$19.1K	0.01%	236

Other funds holding VLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

JNBA Financial Advisors's VLO Position: Q2 2026 in Review

JNBA Financial Advisors held its Valero Energy (VLO) position steady in Q2 2026 at 8 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

JNBA Financial Advisors first reported a position in VLO in Q4 2013 and has held it in 45 quarters since. The position peaked at $102K in Q3 2016. 662 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

JNBA Financial Advisors held 8 shares of Valero Energy worth $2.08K as of Q2 2026.
JNBA Financial Advisors left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #714 holding.
JNBA Financial Advisors first reported a position in Valero Energy in Q4 2013 and has held it in 45 quarters since.
JNBA Financial Advisors's Valero Energy position peaked at $102K in Q3 2016.
662 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.