Lloyd Advisory Services’s Valero Energy VLO Stock Holding History

Lloyd Advisory Services’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	$25.5K	Buy	98 +49	+100%	+$12.1K	0.01%	293
2026 Q1	$12.1K	Sell	49 -43	-47%	-$8.87K	﹤0.01%	459
2025 Q4	$15K	Buy	+92	New	+$15.6K	0.01%	364
2024 Q2	–	Sell	-5,755	Closed	-$982K	–	190
2024 Q1	$982K	Buy	+5,755	New	+$825K	0.21%	85
2022 Q2	–	Sell	-435	Closed	-$44K	–	543
2022 Q1	$44K	Sell	435 -7	-2%	-$607	0.02%	245
2021 Q4	$33K	Buy	442 +39	+10%	+$2.9K	0.02%	253
2021 Q3	$28K	Buy	403 +209	+108%	+$13.9K	0.01%	220
2021 Q2	$15K	Buy	194 +77	+66%	+$5.96K	0.01%	253
2021 Q1	$8K	Hold	117	–	–	﹤0.01%	254
2020 Q4	$7K	Buy	+117	New	+$5.74K	﹤0.01%	226
2020 Q1	–	Sell	-16	Closed	-$1K	–	404
2019 Q4	$1K	Buy	+16	New	+$1.51K	﹤0.01%	353

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's VLO Position: Q2 2026 in Review

Lloyd Advisory Services increased its Valero Energy (VLO) stake by 100% in Q2 2026, buying an estimated $12.1K and bringing the position to 98 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #293.

Lloyd Advisory Services first reported a position in VLO in Q4 2019 and has held it in 11 quarters since. The position peaked at $982K in Q1 2024. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Lloyd Advisory Services held 98 shares of Valero Energy worth $25.5K as of Q2 2026.
Lloyd Advisory Services bought 49 Valero Energy shares in Q2 2026, an estimated $12.1K.
Valero Energy made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #293 holding.
Lloyd Advisory Services first reported a position in Valero Energy in Q4 2019 and has held it in 11 quarters since.
Lloyd Advisory Services's Valero Energy position peaked at $982K in Q1 2024.
1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.