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Maridea Wealth Management’s Valero Energy VLO Stock Holding History

Maridea 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 		$478K Buy
1,833
+633
+53% +$156K 0.05% 311
2026
Q1 		$296K Sell
1,200
-1,362
-53% -$281K 0.04% 351
2025
Q4 		$417K Buy
2,562
+68
+3% +$11.5K 0.06% 282
2025
Q3 		$399K Sell
2,494
-560
-18% -$83.5K 0.06% 285
2025
Q2 		$411K Sell
3,054
-684
-18% -$85.2K 0.11% 193
2025
Q1 		$494K Buy
3,738
+8
+0.2% +$1.06K 0.16% 122
2024
Q4 		$457K Buy
+3,730
New +$499K 0.15% 125

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

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

Maridea Wealth Management increased its Valero Energy (VLO) stake by 53% in Q2 2026, buying an estimated $156K and bringing the position to 1,833 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #311.

Maridea Wealth Management first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $494K in Q1 2025. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Maridea Wealth Management held 1,833 shares of Valero Energy worth $478K as of Q2 2026.
  • Maridea Wealth Management bought 633 Valero Energy shares in Q2 2026, an estimated $156K.
  • Valero Energy made up 0.05% of Maridea Wealth Management's portfolio in Q2 2026, its #311 holding.
  • Maridea Wealth Management first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • Maridea Wealth Management's Valero Energy position peaked at $494K in Q1 2025.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.