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JPL Wealth Management’s Valero Energy VLO Stock Holding History

JPL Wealth 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 		$53.4K Buy
205
+49
+31% +$12.1K 0.01% 254
2026
Q1 		$38.5K Buy
+156
New +$32.2K 0.01% 274
2025
Q4 		– Sell
-156
Closed -$26.6K – 1091
2025
Q3 		$26.6K Buy
+156
New +$23.3K 0.01% 347

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JPL Wealth Management's VLO Position: Q2 2026 in Review

JPL Wealth Management increased its Valero Energy (VLO) stake by 31% in Q2 2026, buying an estimated $12.1K and bringing the position to 205 shares worth $53.4K. The position accounts for 0.01% of the portfolio, ranked #254.

JPL Wealth Management first reported a position in VLO in Q3 2025 and has held it in 3 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • JPL Wealth Management held 205 shares of Valero Energy worth $53.4K as of Q2 2026.
  • JPL Wealth Management bought 49 Valero Energy shares in Q2 2026, an estimated $12.1K.
  • Valero Energy made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #254 holding.
  • JPL Wealth Management first reported a position in Valero Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.