Kovack Advisors’s Valero Energy VLO Stock Holding History

Kovack 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
2019 Q4	–	Sell	-4	Closed	-$1K	–	558
2019 Q3	$1K	Buy	+4	New	+$323	﹤0.01%	509
2019 Q2	–	Sell	-4	Closed	-$1K	–	518
2019 Q1	$1K	Buy	+4	New	+$331	﹤0.01%	456
2018 Q4	–	Sell	-4	Closed	-$1K	–	498
2018 Q3	$1K	Buy	+4	New	+$454	﹤0.01%	462

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kovack Advisors's VLO Position: Q2 2026 in Review

Kovack Advisors increased its Valero Energy (VLO) stake by 49% in Q2 2026, buying an estimated $174K and bringing the position to 2,165 shares worth $575K. The position accounts for 0.03% of the portfolio, ranked #579.

Kovack Advisors first reported a position in VLO in Q4 2017 and has held it in 18 quarters since. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Kovack Advisors held 2,165 shares of Valero Energy worth $575K as of Q2 2026.
Kovack Advisors bought 708 Valero Energy shares in Q2 2026, an estimated $174K.
Valero Energy made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #579 holding.
Kovack Advisors first reported a position in Valero Energy in Q4 2017 and has held it in 18 quarters since.
1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.