Legacy Financial Advisors’s Valero Energy VLO Stock Holding History

Legacy Financial 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	$354K	Buy	1,358 +101	+8%	+$24.9K	0.04%	313
2026 Q1	$311K	Buy	1,257 +16	+1%	+$3.3K	0.04%	316
2025 Q4	$202K	Buy	1,241 +35	+3%	+$5.93K	0.03%	384
2025 Q3	$205K	Buy	+1,206	New	+$180K	0.03%	397
2024 Q2	–	Sell	-1,236	Closed	-$211K	–	361
2024 Q1	$211K	Buy	+1,236	New	+$177K	0.04%	304
2019 Q2	–	Sell	-387	Closed	-$33K	–	875
2019 Q1	$33K	Sell	387 -402	-51%	-$33.2K	0.01%	356
2018 Q4	$59K	Buy	789 +126	+19%	+$11.1K	0.02%	214
2018 Q3	$75K	Sell	663 -64	-9%	-$7.27K	0.03%	205
2018 Q2	$78K	Hold	727	–	–	0.03%	197
2018 Q1	$71K	Buy	727 +48	+7%	+$4.48K	0.03%	204
2017 Q4	$62K	Buy	+679	New	+$56K	0.03%	215

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

Legacy Financial Advisors's VLO Position: Q2 2026 in Review

Legacy Financial Advisors increased its Valero Energy (VLO) stake by 8% in Q2 2026, buying an estimated $24.9K and bringing the position to 1,358 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #313.

Legacy Financial Advisors first reported a position in VLO in Q4 2017 and has held it in 11 quarters since. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Legacy Financial Advisors held 1,358 shares of Valero Energy worth $354K as of Q2 2026.
Legacy Financial Advisors bought 101 Valero Energy shares in Q2 2026, an estimated $24.9K.
Valero Energy made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #313 holding.
Legacy Financial Advisors first reported a position in Valero Energy in Q4 2017 and has held it in 11 quarters since.
1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.