Keebeck Wealth Management’s Valero Energy VLO Stock Holding History

Keebeck 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	$601K	Buy	2,307 +247	+12%	+$60.8K	0.06%	220
2026 Q1	$509K	Buy	2,060 +388	+23%	+$80K	0.06%	233
2025 Q4	$272K	Buy	1,672 +211	+14%	+$35.7K	0.03%	314
2025 Q3	$249K	Buy	+1,461	New	+$218K	0.03%	322
2024 Q2	–	Sell	-1,216	Closed	-$208K	–	285
2024 Q1	$208K	Buy	+1,216	New	+$174K	0.03%	265
2023 Q3	–	Sell	-26,216	Closed	-$3.08M	–	274
2023 Q2	$3.08M	Buy	+26,216	New	+$3.05M	0.42%	64
2021 Q2	–	Sell	-11,893	Closed	-$852K	–	249
2021 Q1	$852K	Hold	11,893	–	–	0.13%	123
2020 Q4	$673K	Hold	11,893	–	–	0.12%	127
2020 Q3	$515K	Buy	11,893 +693	+6%	+$36.3K	0.11%	132
2020 Q2	$658K	Sell	11,200 -206	-2%	-$12.3K	0.21%	91
2020 Q1	$517K	Buy	11,406 +6,211	+120%	+$451K	0.22%	92
2019 Q4	$486K	Buy	+5,195	New	+$491K	0.15%	100

Other funds holding VLO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Keebeck Wealth Management increased its Valero Energy (VLO) stake by 12% in Q2 2026, buying an estimated $60.8K and bringing the position to 2,307 shares worth $601K. The position accounts for 0.06% of the portfolio, ranked #220.

Keebeck Wealth Management first reported a position in VLO in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.08M in Q2 2023. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Keebeck Wealth Management held 2,307 shares of Valero Energy worth $601K as of Q2 2026.
Keebeck Wealth Management bought 247 Valero Energy shares in Q2 2026, an estimated $60.8K.
Valero Energy made up 0.06% of Keebeck Wealth Management's portfolio in Q2 2026, its #220 holding.
Keebeck Wealth Management first reported a position in Valero Energy in Q4 2019 and has held it in 12 quarters since.
Keebeck Wealth Management's Valero Energy position peaked at $3.08M in Q2 2023.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.