KF
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Krilogy Financial’s Valero Energy VLO Stock Holding History

Krilogy Financial’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 		$1.64M Buy
6,308
+1,893
+43% +$466K 0.05% 274
2026
Q1 		$1.07M Sell
4,415
-70
-2% -$14.4K 0.03% 350
2025
Q4 		$822K Sell
4,485
-1
-0% -$169 0.03% 403
2025
Q3 		$763K Buy
+4,486
New +$669K 0.03% 399
2023
Q2 		– Sell
-2,458
Closed -$343K – 392
2023
Q1 		$343K Buy
2,458
+54
+2% +$7.25K 0.03% 317
2022
Q4 		$305K Buy
2,404
+5
+0.2% +$628 0.03% 321
2022
Q3 		$256K Buy
2,399
+104
+5% +$11.4K 0.03% 270
2022
Q2 		$244K Buy
2,295
+3
+0.1% +$355 0.03% 274
2022
Q1 		$233K Buy
+2,292
New +$199K 0.02% 286
2018
Q4 		– Sell
-1,042
Closed -$119K – 661
2018
Q3 		$119K Buy
+1,042
New +$118K 0.03% 195
2018
Q2 		– Sell
-741
Closed -$69K – 615
2018
Q1 		$69K Hold
741
– – 0.02% 287
2017
Q4 		$68K Sell
741
-323
-30% -$26.6K 0.02% 283
2017
Q3 		$82K Sell
1,064
-27
-2% -$1.86K 0.02% 280
2017
Q2 		$74K Sell
1,091
-130
-11% -$8.43K 0.02% 258
2017
Q1 		$83K Hold
1,221
– – 0.03% 222
2016
Q4 		$83K Buy
1,221
+2
+0.2% +$123 0.03% 222
2016
Q3 		$65K Sell
1,219
-24
-2% -$1.28K 0.02% 266
2016
Q2 		$63K Buy
1,243
+29
+2% +$1.64K 0.02% 271
2016
Q1 		$78K Buy
1,214
+542
+81% +$34.5K 0.03% 211
2015
Q4 		$48K Hold
672
– – 0.04% 141
2015
Q3 		$40K Buy
+672
New +$42.7K 0.02% 230

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

Krilogy Financial's VLO Position: Q2 2026 in Review

Krilogy Financial increased its Valero Energy (VLO) stake by 43% in Q2 2026, buying an estimated $466K and bringing the position to 6,308 shares worth $1.64M. The position accounts for 0.05% of the portfolio, ranked #274.

Krilogy Financial first reported a position in VLO in Q3 2015 and has held it in 21 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Krilogy Financial held 6,308 shares of Valero Energy worth $1.64M as of Q2 2026.
  • Krilogy Financial bought 1,893 Valero Energy shares in Q2 2026, an estimated $466K.
  • Valero Energy made up 0.05% of Krilogy Financial's portfolio in Q2 2026, its #274 holding.
  • Krilogy Financial first reported a position in Valero Energy in Q3 2015 and has held it in 21 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.