Mascoma Wealth Management’s Valero Energy VLO Stock Holding History

Mascoma 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	$1.3K	Buy	5 +1	+25%	+$246	﹤0.01%	485
2026 Q1	$988	Hold	4	–	–	﹤0.01%	479
2025 Q4	$651	Buy	+4	New	+$678	﹤0.01%	488
2023 Q1	–	Sell	-75	Closed	-$9.52K	–	627
2022 Q4	$9.52K	Hold	75	–	–	﹤0.01%	414
2022 Q3	$8K	Hold	75	–	–	﹤0.01%	439
2022 Q2	$8K	Hold	75	–	–	﹤0.01%	454
2022 Q1	$8K	Hold	75	–	–	﹤0.01%	474
2021 Q4	$6K	Buy	+75	New	+$5.59K	﹤0.01%	447
2017 Q2	–	Sell	-200	Closed	-$13K	–	446
2017 Q1	$13K	Hold	200	–	–	0.01%	246
2016 Q4	$14K	Buy	+200	New	+$12.3K	0.01%	247

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

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

Mascoma Wealth Management increased its Valero Energy (VLO) stake by 25% in Q2 2026, buying an estimated $246 and bringing the position to 5 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Mascoma Wealth Management first reported a position in VLO in Q4 2016 and has held it in 10 quarters since. The position peaked at $14K in Q4 2016. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Mascoma Wealth Management held 5 shares of Valero Energy worth $1.3K as of Q2 2026.
Mascoma Wealth Management bought 1 Valero Energy share in Q2 2026, an estimated $246.
Valero Energy made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #485 holding.
Mascoma Wealth Management first reported a position in Valero Energy in Q4 2016 and has held it in 10 quarters since.
Mascoma Wealth Management's Valero Energy position peaked at $14K in Q4 2016.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.