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Keudell/Morrison Wealth Management’s Valero Energy VLO Stock Holding History

Keudell/Morrison 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 		$1.21M Buy
4,630
+493
+12% +$121K 0.23% 70
2026
Q1 		$1.02M Buy
4,137
+207
+5% +$42.7K 0.21% 76
2025
Q4 		$640K Buy
+3,930
New +$666K 0.13% 105
2025
Q2 		$468K Buy
3,479
+25
+0.7% +$3.12K 0.1% 125
2025
Q1 		$456K Sell
3,454
-60
-2% -$7.96K 0.11% 120
2024
Q4 		$431K Buy
3,514
+49
+1% +$6.55K 0.11% 123
2024
Q3 		$468K Buy
3,465
+11
+0.3% +$1.6K 0.13% 118
2024
Q2 		$541K Buy
3,454
+400
+13% +$64.5K 0.16% 104
2024
Q1 		$521K Buy
3,054
+189
+7% +$27.1K 0.16% 111
2023
Q4 		$372K Buy
2,865
+20
+0.7% +$2.54K 0.12% 129
2023
Q3 		$403K Sell
2,845
-25
-0.9% -$3.27K 0.12% 114
2023
Q2 		$337K Buy
2,870
+165
+6% +$19.2K 0.1% 135
2023
Q1 		$378K Sell
2,705
-200
-7% -$26.9K 0.11% 119
2022
Q4 		$369K Buy
2,905
+5
+0.2% +$628 0.12% 114
2022
Q3 		$310K Sell
2,900
-110
-4% -$12.1K 0.12% 131
2022
Q2 		$320K Sell
3,010
-1,066
-26% -$126K 0.12% 131
2022
Q1 		$414K Buy
4,076
+176
+5% +$15.3K 0.17% 113
2021
Q4 		$293K Buy
3,900
+950
+32% +$70.8K 0.12% 144
2021
Q3 		$208K Buy
+2,950
New +$196K 0.09% 169

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Keudell/Morrison Wealth Management's VLO Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Valero Energy (VLO) stake by 12% in Q2 2026, buying an estimated $121K and bringing the position to 4,630 shares worth $1.21M. The position accounts for 0.23% of the portfolio, ranked #70.

Keudell/Morrison Wealth Management first reported a position in VLO in Q3 2021 and has held it in 19 quarters since. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Keudell/Morrison Wealth Management held 4,630 shares of Valero Energy worth $1.21M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 493 Valero Energy shares in Q2 2026, an estimated $121K.
  • Valero Energy made up 0.23% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Keudell/Morrison Wealth Management first reported a position in Valero Energy in Q3 2021 and has held it in 19 quarters since.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.