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Lifeworks Advisors’s Valero Energy VLO Stock Holding History

Lifeworks 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 		$504K Sell
1,934
-561
-22% -$138K 0.05% 202
2026
Q1 		$616K Buy
2,495
+52
+2% +$10.7K 0.08% 168
2025
Q4 		$398K Sell
2,443
-985
-29% -$167K 0.05% 235
2025
Q3 		$584K Buy
3,428
+20
+0.6% +$2.98K 0.08% 189
2025
Q2 		$458K Buy
3,408
+86
+3% +$10.7K 0.07% 205
2025
Q1 		$439K Buy
3,322
+151
+5% +$20K 0.07% 195
2024
Q4 		$389K Buy
3,171
+1,434
+83% +$192K 0.07% 199
2024
Q3 		$234K Buy
1,737
+452
+35% +$65.6K 0.05% 264
2024
Q2 		$201K Buy
+1,285
New +$207K 0.06% 219

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

Lifeworks Advisors's VLO Position: Q2 2026 in Review

Lifeworks Advisors reduced its Valero Energy (VLO) stake by 22% in Q2 2026, selling an estimated $138K and leaving 1,934 shares worth $504K. The position accounts for 0.05% of the portfolio, ranked #202.

Lifeworks Advisors first reported a position in VLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $616K in Q1 2026. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Lifeworks Advisors held 1,934 shares of Valero Energy worth $504K as of Q2 2026.
  • Lifeworks Advisors sold 561 Valero Energy shares in Q2 2026, an estimated $138K.
  • Valero Energy made up 0.05% of Lifeworks Advisors's portfolio in Q2 2026, its #202 holding.
  • Lifeworks Advisors first reported a position in Valero Energy in Q2 2024 and has held it in 9 quarters since.
  • Lifeworks Advisors's Valero Energy position peaked at $616K in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.