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Legacy Wealth Management (Idaho)’s Valero Energy VLO Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-168
Closed -$41.5K – 940
2026
Q1 		$41.5K Buy
168
+75
+81% +$15.5K 0.02% 293
2025
Q4 		$15.1K Hold
93
– – 0.01% 363
2025
Q3 		$15.8K Hold
93
– – 0.01% 292
2025
Q2 		$12.5K Sell
93
-80
-46% -$9.97K 0.01% 286
2025
Q1 		$22.9K Buy
173
+80
+86% +$10.6K 0.02% 223
2024
Q4 		$12.4K Hold
93
– – 0.01% 256
2024
Q3 		$13K Buy
+93
New +$13.5K 0.01% 271

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

Legacy Wealth Management (Idaho)'s VLO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 168 shares — an estimated $41.5K sold.

Legacy Wealth Management (Idaho) first reported a position in VLO in Q3 2024 and held it in 7 quarters. The position peaked at $41.5K in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 168 Valero Energy shares in Q2 2026, an estimated $41.5K.
  • Legacy Wealth Management (Idaho) first reported a position in Valero Energy in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Valero Energy position peaked at $41.5K in Q1 2026.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.