Mattern Wealth Management’s Valero Energy VLO Stock Holding History

Mattern 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	$542K	Hold	2,083	–	–	0.09%	102
2026 Q1	$515K	Hold	2,083	–	–	0.1%	87
2025 Q4	$339K	Hold	2,083	–	–	0.07%	117
2025 Q3	$355K	Hold	2,083	–	–	0.07%	112
2025 Q2	$280K	Hold	2,083	–	–	0.06%	131
2025 Q1	$275K	Hold	2,083	–	–	0.06%	134
2024 Q4	$255K	Hold	2,083	–	–	0.06%	144
2024 Q3	$281K	Sell	2,083 -21	-1%	-$3.05K	0.06%	146
2024 Q2	$330K	Hold	2,104	–	–	0.08%	132
2024 Q1	$359K	Hold	2,104	–	–	0.09%	132
2023 Q4	$274K	Buy	2,104 +21	+1%	+$2.67K	0.07%	144
2023 Q3	$295K	Hold	2,083	–	–	0.09%	134
2023 Q2	$244K	Hold	2,083	–	–	0.07%	148
2023 Q1	$291K	Hold	2,083	–	–	0.1%	142
2022 Q4	$264K	Hold	2,083	–	–	0.11%	139
2022 Q3	$223K	Hold	2,083	–	–	0.09%	144
2022 Q2	$221K	Hold	2,083	–	–	0.09%	140
2022 Q1	$212K	Buy	+2,083	New	+$181K	0.07%	152

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

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

Mattern Wealth Management held its Valero Energy (VLO) position steady in Q2 2026 at 2,083 shares worth $542K. The position accounts for 0.09% of the portfolio, ranked #102.

Mattern Wealth Management first reported a position in VLO in Q1 2022 and has held it in 18 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Mattern Wealth Management held 2,083 shares of Valero Energy worth $542K as of Q2 2026.
Mattern Wealth Management left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.09% of Mattern Wealth Management's portfolio in Q2 2026, its #102 holding.
Mattern Wealth Management first reported a position in Valero Energy in Q1 2022 and has held it in 18 quarters since.
1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.