LPL Financial’s Valero Energy VLO Stock Holding History

LPL Financial’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
2023 Q3	–	Sell	-3,500	Closed	-$411K	–	4801
2023 Q2	$411K	Buy	+3,500	New	+$407K	﹤0.01%	3603

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

LPL Financial's VLO Position: Q2 2026 in Review

LPL Financial increased its Valero Energy (VLO) stake by 5.7% in Q2 2026, buying an estimated $7.69M and bringing the position to 582,130 shares worth $152M. The position accounts for 0.03% of the portfolio, ranked #488.

LPL Financial first reported a position in VLO in Q2 2013 and has held it in 52 quarters since. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

LPL Financial held 582,130 shares of Valero Energy worth $152M as of Q2 2026.
LPL Financial bought 31,223 Valero Energy shares in Q2 2026, an estimated $7.69M.
Valero Energy made up 0.03% of LPL Financial's portfolio in Q2 2026, its #488 holding.
LPL Financial first reported a position in Valero Energy in Q2 2013 and has held it in 52 quarters since.
1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.