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Kelleher Financial Advisors’s Valero Energy VLO Stock Holding History

Kelleher 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 		$34.4K Buy
132
+30
+29% +$7.39K ﹤0.01% 484
2026
Q1 		$13.7K Hold
102
– – ﹤0.01% 512
2025
Q4 		$16.6K Hold
102
– – ﹤0.01% 529
2025
Q3 		$17.4K Buy
+102
New +$15.2K ﹤0.01% 450

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

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

Kelleher Financial Advisors increased its Valero Energy (VLO) stake by 29% in Q2 2026, buying an estimated $7.39K and bringing the position to 132 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Kelleher Financial Advisors first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Kelleher Financial Advisors held 132 shares of Valero Energy worth $34.4K as of Q2 2026.
  • Kelleher Financial Advisors bought 30 Valero Energy shares in Q2 2026, an estimated $7.39K.
  • Valero Energy made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #484 holding.
  • Kelleher Financial Advisors first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.