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Kestra Investment Management’s Valero Energy VLO Stock Holding History

Kestra Investment 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 		$232K Buy
+890
New +$219K ﹤0.01% 478
2025
Q2 		– Sell
-30
Closed -$3.96K – 970
2025
Q1 		$3.96K Sell
30
-72
-71% -$9.55K ﹤0.01% 705
2024
Q4 		$12.5K Buy
+102
New +$13.6K ﹤0.01% 791

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 $3.38T AUM 44.17% 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

Kestra Investment Management's VLO Position: Q2 2026 in Review

Kestra Investment Management opened a new position in Valero Energy (VLO) in Q2 2026: 890 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in VLO as recently as Q1 2025.

Kestra Investment Management first reported a position in VLO in Q4 2024 and has held it in 3 quarters since. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Kestra Investment Management held 890 shares of Valero Energy worth $232K as of Q2 2026.
  • Valero Energy was a new Kestra Investment Management position in Q2 2026.
  • Valero Energy made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #478 holding.
  • Kestra Investment Management first reported a position in Valero Energy in Q4 2024 and has held it in 3 quarters since.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.