Journey Advisory Group’s Valero Energy VLO Stock Holding History

Journey Advisory Group’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	$6.97M	Buy	26,775 +5,099	+24%	+$1.26M	0.53%	49
2026 Q1	$5.36M	Buy	21,676 +4,098	+23%	+$845K	0.46%	63
2025 Q4	$2.86M	Buy	17,578 +13,898	+378%	+$2.35M	0.24%	106
2025 Q3	$627K	Buy	+3,680	New	+$549K	0.05%	174
2022 Q2	–	Sell	-2,450	Closed	-$249K	–	249
2022 Q1	$249K	Buy	+2,450	New	+$213K	0.06%	199
2021 Q4	–	Sell	-3,150	Closed	-$222K	–	210
2021 Q3	$222K	Sell	3,150 -4,000	-56%	-$266K	0.07%	184
2021 Q2	$558K	Sell	7,150 -300	-4%	-$23.2K	0.18%	109
2021 Q1	$533K	Sell	7,450 -200	-3%	-$13.6K	0.19%	104
2020 Q4	$433K	Buy	+7,650	New	+$375K	0.16%	109

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Journey Advisory Group's VLO Position: Q2 2026 in Review

Journey Advisory Group increased its Valero Energy (VLO) stake by 24% in Q2 2026, buying an estimated $1.26M and bringing the position to 26,775 shares worth $6.97M. The position accounts for 0.53% of the portfolio, ranked #49.

Journey Advisory Group first reported a position in VLO in Q4 2020 and has held it in 9 quarters since. 1,397 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Journey Advisory Group held 26,775 shares of Valero Energy worth $6.97M as of Q2 2026.
Journey Advisory Group bought 5,099 Valero Energy shares in Q2 2026, an estimated $1.26M.
Valero Energy made up 0.53% of Journey Advisory Group's portfolio in Q2 2026, its #49 holding.
Journey Advisory Group first reported a position in Valero Energy in Q4 2020 and has held it in 9 quarters since.
1,397 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.