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MBM Wealth Consultants’s Valero Energy VLO Stock Holding History

MBM Wealth Consultants’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 		$3.69M Sell
14,167
-484
-3% -$119K 0.71% 20
2026
Q1 		$3.62M Buy
14,651
+610
+4% +$126K 0.83% 16
2025
Q4 		$2.29M Buy
14,041
+193
+1% +$32.7K 0.54% 26
2025
Q3 		$2.36M Sell
13,848
-1,167
-8% -$174K 0.59% 24
2025
Q2 		$2.02M Buy
15,015
+2,771
+23% +$345K 0.54% 26
2025
Q1 		$1.62M Buy
12,244
+610
+5% +$80.9K 0.48% 34
2024
Q4 		$1.43M Buy
11,634
+761
+7% +$102K 0.43% 38
2024
Q3 		$1.47M Buy
10,873
+758
+7% +$110K 0.46% 36
2024
Q2 		$1.48M Sell
10,115
-93
-0.9% -$15K 0.5% 27
2024
Q1 		$1.74M Sell
10,208
-57
-0.6% -$8.17K 0.61% 21
2023
Q4 		$1.42M Buy
10,265
+573
+6% +$72.9K 0.53% 23
2023
Q3 		$1.22M Buy
9,692
+684
+8% +$89.6K 0.53% 23
2023
Q2 		$1.04M Buy
9,008
+245
+3% +$28.5K 0.44% 29
2023
Q1 		$1.31M Hold
8,763
– – 0.54% 24
2022
Q4 		$1.05M Sell
8,763
-403
-4% -$50.6K 0.49% 24
2022
Q3 		$1.03M Sell
9,166
-1,760
-16% -$194K 0.5% 20
2022
Q2 		$1.16M Sell
10,926
-479
-4% -$56.7K 0.57% 22
2022
Q1 		$1.16M Sell
11,405
-4,325
-27% -$375K 0.48% 27
2021
Q4 		$1.18M Sell
15,730
-5,720
-27% -$426K 0.49% 29
2021
Q3 		$1.51M Buy
21,450
+2,277
+12% +$152K 0.69% 27
2021
Q2 		$1.5M Sell
19,173
-862
-4% -$66.8K 0.7% 26
2021
Q1 		$1.44M Sell
20,035
-722
-3% -$49.1K 0.73% 26
2020
Q4 		$1.17M Buy
20,757
+608
+3% +$29.8K 0.64% 27
2020
Q3 		$873K Buy
20,149
+2,773
+16% +$145K 0.56% 29
2020
Q2 		$1.02M Sell
17,376
-1,647
-9% -$98.4K 0.72% 26
2020
Q1 		$863K Buy
19,023
+925
+5% +$67.2K 0.71% 26
2019
Q4 		$1.7M Sell
18,098
-410
-2% -$38.7K 1.26% 23
2019
Q3 		$1.58M Buy
18,508
+198
+1% +$16K 1.24% 24
2019
Q2 		$1.58M Buy
18,310
+101
+0.6% +$8.34K 1.32% 25
2019
Q1 		$1.54M Sell
18,209
-128
-0.7% -$10.6K 1.35% 21
2018
Q4 		$1.38M Buy
+18,337
New +$1.61M 1.34% 24

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

MBM Wealth Consultants's VLO Position: Q2 2026 in Review

MBM Wealth Consultants reduced its Valero Energy (VLO) stake by 3.3% in Q2 2026, selling an estimated $119K and leaving 14,167 shares worth $3.69M. The position accounts for 0.71% of the portfolio, ranked #20.

MBM Wealth Consultants first reported a position in VLO in Q4 2018 and has held it in 31 quarters since. 849 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • MBM Wealth Consultants held 14,167 shares of Valero Energy worth $3.69M as of Q2 2026.
  • MBM Wealth Consultants sold 484 Valero Energy shares in Q2 2026, an estimated $119K.
  • Valero Energy made up 0.71% of MBM Wealth Consultants's portfolio in Q2 2026, its #20 holding.
  • MBM Wealth Consultants first reported a position in Valero Energy in Q4 2018 and has held it in 31 quarters since.
  • 849 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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