MBM Wealth Consultants’s Valero Energy VLO Stock Holding History
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
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. 1,981 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.
- 1,981 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.