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LongView Wealth Management’s Valero Energy VLO Stock Holding History

LongView Wealth Management’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 		$489K Sell
1,877
-22
-1% -$5.42K 0.13% 135
2026
Q1 		$447K Buy
1,899
+132
+7% +$27.2K 0.11% 145
2025
Q4 		$317K Sell
1,767
-30
-2% -$5.08K 0.08% 193
2025
Q3 		$306K Buy
1,797
+6
+0.3% +$895 0.08% 172
2025
Q2 		$241K Hold
1,791
– – 0.07% 194
2025
Q1 		$237K Sell
1,791
-101
-5% -$13.4K 0.07% 186
2024
Q4 		$232K Sell
1,892
-76
-4% -$10.2K 0.07% 184
2024
Q3 		$266K Sell
1,968
-30
-2% -$4.36K 0.08% 172
2024
Q2 		$313K Hold
1,998
– – 0.12% 140
2024
Q1 		$341K Buy
1,998
+15
+0.8% +$2.15K 0.14% 131
2023
Q4 		$252K Buy
+1,983
New +$252K 0.11% 149

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

LongView Wealth Management's VLO Position: Q2 2026 in Review

LongView Wealth Management reduced its Valero Energy (VLO) stake by 1.2% in Q2 2026, selling an estimated $5.42K and leaving 1,877 shares worth $489K. The position accounts for 0.13% of the portfolio, ranked #135.

LongView Wealth Management first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • LongView Wealth Management held 1,877 shares of Valero Energy worth $489K as of Q2 2026.
  • LongView Wealth Management sold 22 Valero Energy shares in Q2 2026, an estimated $5.42K.
  • Valero Energy made up 0.13% of LongView Wealth Management's portfolio in Q2 2026, its #135 holding.
  • LongView Wealth Management first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.