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Kingswood Wealth Advisors’s Valero Energy VLO Stock Holding History

Kingswood Wealth 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 		$1.3M Sell
4,980
-246
-5% -$60.6K 0.05% 349
2026
Q1 		$1.29M Buy
5,226
+64
+1% +$13.2K 0.06% 317
2025
Q4 		$840K Buy
5,162
+2,005
+64% +$340K 0.04% 385
2025
Q3 		$537K Sell
3,157
-166
-5% -$24.8K 0.03% 462
2025
Q2 		$447K Sell
3,323
-705
-18% -$87.9K 0.04% 445
2025
Q1 		$536K Sell
4,028
-2,323
-37% -$308K 0.05% 372
2024
Q4 		$779K Buy
6,351
+285
+5% +$38.1K 0.06% 329
2024
Q3 		$821K Sell
6,066
-1,378
-19% -$200K 0.06% 340
2024
Q2 		$1.17M Buy
7,444
+908
+14% +$147K 0.11% 206
2024
Q1 		$1.12M Buy
6,536
+313
+5% +$44.8K 0.13% 185
2023
Q4 		$809K Buy
6,223
+4,721
+314% +$601K 0.09% 239
2023
Q3 		$213K Buy
+1,502
New +$197K 0.04% 384

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

Kingswood Wealth Advisors's VLO Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Valero Energy (VLO) stake by 4.7% in Q2 2026, selling an estimated $60.6K and leaving 4,980 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #349.

Kingswood Wealth Advisors first reported a position in VLO in Q3 2023 and has held it in 12 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Kingswood Wealth Advisors held 4,980 shares of Valero Energy worth $1.3M as of Q2 2026.
  • Kingswood Wealth Advisors sold 246 Valero Energy shares in Q2 2026, an estimated $60.6K.
  • Valero Energy made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #349 holding.
  • Kingswood Wealth Advisors first reported a position in Valero Energy in Q3 2023 and has held it in 12 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.