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Kapstone Financial Advisors’s Valero Energy VLO Stock Holding History

Kapstone 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 		$278K Hold
1,069
– – 0.12% 126
2026
Q1 		$264K Buy
+1,069
New +$220K 0.13% 115
2024
Q3 		– Sell
-1,294
Closed -$203K – 115
2024
Q2 		$203K Hold
1,294
– – 0.13% 101
2024
Q1 		$221K Buy
+1,294
New +$185K 0.15% 97

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

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

Kapstone Financial Advisors held its Valero Energy (VLO) position steady in Q2 2026 at 1,069 shares worth $278K. The position accounts for 0.12% of the portfolio, ranked #126.

Kapstone Financial Advisors first reported a position in VLO in Q1 2024 and has held it in 4 quarters since. 1,974 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Kapstone Financial Advisors held 1,069 shares of Valero Energy worth $278K as of Q2 2026.
  • Kapstone Financial Advisors left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.12% of Kapstone Financial Advisors's portfolio in Q2 2026, its #126 holding.
  • Kapstone Financial Advisors first reported a position in Valero Energy in Q1 2024 and has held it in 4 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.