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Medallion Wealth Advisors’s Valero Energy VLO Stock Holding History

Medallion 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 		$5.99K Sell
23
-438
-95% -$108K ﹤0.01% 831
2026
Q1 		$114K Sell
461
-6
-1% -$1.24K 0.04% 336
2025
Q4 		$76K Sell
467
-2
-0.4% -$339 0.03% 402
2025
Q3 		$79.9K Sell
469
-16
-3% -$2.39K 0.03% 391
2025
Q2 		$65.4K Sell
485
-60
-11% -$7.48K 0.03% 415
2025
Q1 		$72.2K Hold
545
– – 0.03% 361
2024
Q4 		$70.9K Buy
+545
New +$72.9K 0.04% 354

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Valero Energy (VLO) stake by 95% in Q2 2026, selling an estimated $108K and leaving 23 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Medallion Wealth Advisors first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $114K in Q1 2026. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Medallion Wealth Advisors held 23 shares of Valero Energy worth $5.99K as of Q2 2026.
  • Medallion Wealth Advisors sold 438 Valero Energy shares in Q2 2026, an estimated $108K.
  • Valero Energy made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #831 holding.
  • Medallion Wealth Advisors first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Valero Energy position peaked at $114K in Q1 2026.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.