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Kingsview Wealth Management’s Valero Energy VLO Stock Holding History

Kingsview 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 		$4.86M Buy
18,643
+1,466
+9% +$361K 0.06% 308
2026
Q1 		$4.24M Buy
17,177
+6,186
+56% +$1.28M 0.06% 335
2025
Q4 		$1.79M Buy
10,991
+250
+2% +$42.4K 0.03% 497
2025
Q3 		$1.83M Buy
10,741
+495
+5% +$73.8K 0.03% 470
2025
Q2 		$1.38M Sell
10,246
-318
-3% -$39.6K 0.02% 504
2025
Q1 		$1.4M Sell
10,564
-374
-3% -$49.6K 0.03% 462
2024
Q4 		$1.34M Sell
10,938
-387
-3% -$51.8K 0.03% 482
2024
Q3 		$1.53M Sell
11,325
-415
-4% -$60.3K 0.03% 437
2024
Q2 		$1.84M Buy
11,740
+97
+0.8% +$15.7K 0.04% 369
2024
Q1 		$1.99M Buy
11,643
+46
+0.4% +$6.59K 0.05% 344
2023
Q4 		$1.51M Sell
11,597
-296
-2% -$37.7K 0.05% 350
2023
Q3 		$1.69M Buy
11,893
+2,656
+29% +$348K 0.06% 318
2023
Q2 		$1.08M Buy
9,237
+323
+4% +$37.5K 0.04% 384
2023
Q1 		$1.24M Sell
8,914
-4,090
-31% -$549K 0.05% 339
2022
Q4 		$1.65M Sell
13,004
-3,262
-20% -$409K 0.07% 255
2022
Q3 		$1.74M Sell
16,266
-515
-3% -$56.7K 0.08% 245
2022
Q2 		$1.78M Buy
16,781
+5,719
+52% +$677K 0.09% 238
2022
Q1 		$1.12M Buy
11,062
+7,165
+184% +$622K 0.05% 359
2021
Q4 		$293K Sell
3,897
-67
-2% -$4.99K 0.01% 740
2021
Q3 		$280K Buy
3,964
+714
+22% +$47.5K 0.01% 705
2021
Q2 		$253K Buy
3,250
+6
+0.2% +$465 0.01% 754
2021
Q1 		$244K Sell
3,244
-351
-10% -$23.9K 0.01% 703
2020
Q4 		$203K Sell
3,595
-5,253
-59% -$258K 0.01% 658
2020
Q3 		$383K Buy
+8,848
New +$463K 0.03% 428

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

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

Kingsview Wealth Management increased its Valero Energy (VLO) stake by 8.5% in Q2 2026, buying an estimated $361K and bringing the position to 18,643 shares worth $4.86M. The position accounts for 0.06% of the portfolio, ranked #308.

Kingsview Wealth Management first reported a position in VLO in Q3 2020 and has held it in 24 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Kingsview Wealth Management held 18,643 shares of Valero Energy worth $4.86M as of Q2 2026.
  • Kingsview Wealth Management bought 1,466 Valero Energy shares in Q2 2026, an estimated $361K.
  • Valero Energy made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Kingsview Wealth Management first reported a position in Valero Energy in Q3 2020 and has held it in 24 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.