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Martel Wealth Advisors’s Valero Energy VLO Stock Holding History

Martel Wealth 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 		$332K Hold
1,273
– – 0.05% 47
2026
Q1 		$315K Hold
1,273
– – 0.05% 62
2025
Q4 		$207K Hold
1,273
– – 0.04% 69
2025
Q3 		$217K Buy
+1,273
New +$190K 0.04% 67
2024
Q2 		– Sell
-1,273
Closed -$217K – 54
2024
Q1 		$217K Buy
+1,273
New +$182K 0.05% 51

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Martel Wealth Advisors's VLO Position: Q2 2026 in Review

Martel Wealth Advisors held its Valero Energy (VLO) position steady in Q2 2026 at 1,273 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #47.

Martel Wealth Advisors first reported a position in VLO in Q1 2024 and has held it in 5 quarters since. 343 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Martel Wealth Advisors held 1,273 shares of Valero Energy worth $332K as of Q2 2026.
  • Martel Wealth Advisors left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.05% of Martel Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Martel Wealth Advisors first reported a position in Valero Energy in Q1 2024 and has held it in 5 quarters since.
  • 343 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.