Merit Financial Group’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 | $6.53M | Buy |
25,063
+5,194
| +26% | +$1.28M | 0.04% | 359 |
|
|
2026
Q1 | $4.91M | Buy |
19,869
+728
| +4% | +$150K | 0.04% | 391 |
|
|
2025
Q4 | $3.12M | Buy |
19,141
+2,780
| +17% | +$471K | 0.03% | 491 |
|
|
2025
Q3 | $2.79M | Buy |
16,361
+869
| +6% | +$130K | 0.03% | 462 |
|
|
2025
Q2 | $2.08M | Buy |
15,492
+1,643
| +12% | +$205K | 0.02% | 507 |
|
|
2025
Q1 | $1.83M | Buy |
13,849
+6,966
| +101% | +$924K | 0.03% | 449 |
|
|
2024
Q4 | $844K | Buy |
6,883
+1,899
| +38% | +$254K | 0.02% | 548 |
|
|
2024
Q3 | $673K | Sell |
4,984
-2,362
| -32% | -$343K | 0.02% | 501 |
|
|
2024
Q2 | $1.15M | Buy |
7,346
+1,003
| +16% | +$162K | 0.03% | 372 |
|
|
2024
Q1 | $995K | Buy |
6,343
+1,197
| +23% | +$172K | 0.02% | 401 |
|
|
2023
Q4 | $669K | Buy |
5,146
+513
| +11% | +$65.3K | 0.02% | 411 |
|
|
2023
Q3 | $656K | Sell |
4,633
-192
| -4% | -$25.2K | 0.02% | 397 |
|
|
2023
Q2 | $566K | Buy |
4,825
+1,143
| +31% | +$133K | 0.02% | 438 |
|
|
2023
Q1 | $514K | Sell |
3,682
-531
| -13% | -$71.3K | 0.02% | 395 |
|
|
2022
Q4 | $535K | Buy |
4,213
+689
| +20% | +$86.5K | 0.02% | 403 |
|
|
2022
Q3 | $377K | Sell |
3,524
-790
| -18% | -$86.9K | 0.02% | 397 |
|
|
2022
Q2 | $459K | Buy |
4,314
+2,047
| +90% | +$242K | 0.01% | 375 |
|
|
2022
Q1 | $230K | Sell |
2,267
-5,283
| -70% | -$458K | 0.01% | 344 |
|
|
2021
Q4 | $567K | Buy |
7,550
+310
| +4% | +$23.1K | 0.06% | 157 |
|
|
2021
Q3 | $511K | Buy |
7,240
+135
| +2% | +$8.98K | 0.05% | 153 |
|
|
2021
Q2 | $555K | Buy |
7,105
+132
| +2% | +$10.2K | 0.05% | 148 |
|
|
2021
Q1 | $499K | Buy |
6,973
+835
| +14% | +$56.7K | 0.05% | 151 |
|
|
2020
Q4 | $347K | Sell |
6,138
-939
| -13% | -$46.1K | 0.03% | 157 |
|
|
2020
Q3 | $307K | Buy |
7,077
+367
| +5% | +$19.2K | 0.03% | 172 |
|
|
2020
Q2 | $395K | Buy |
6,710
+705
| +12% | +$42.1K | 0.04% | 148 |
|
|
2020
Q1 | $272K | Buy |
6,005
+181
| +3% | +$13.1K | 0.03% | 174 |
|
|
2019
Q4 | $545K | Buy |
5,824
+1,067
| +22% | +$101K | 0.05% | 131 |
|
|
2019
Q3 | $405K | Buy |
4,757
+159
| +3% | +$12.9K | 0.04% | 102 |
|
|
2019
Q2 | $393K | Buy |
4,598
+196
| +4% | +$16.2K | 0.05% | 84 |
|
|
2019
Q1 | $373K | Buy |
4,402
+998
| +29% | +$82.5K | 0.05% | 91 |
|
|
2018
Q4 | $255K | Buy |
3,404
+89
| +3% | +$7.82K | 0.04% | 96 |
|
|
2018
Q3 | $377K | Buy |
3,315
+17
| +0.5% | +$1.93K | 0.06% | 72 |
|
|
2018
Q2 | $365K | Buy |
3,298
+201
| +6% | +$22.5K | 0.07% | 70 |
|
|
2018
Q1 | $287K | Buy |
+3,097
| New | +$289K | 0.06% | 88 |
|
Other funds holding VLO
Merit Financial Group's VLO Position: Q2 2026 in Review
Merit Financial Group increased its Valero Energy (VLO) stake by 26% in Q2 2026, buying an estimated $1.28M and bringing the position to 25,063 shares worth $6.53M. The position accounts for 0.04% of the portfolio, ranked #359.
Merit Financial Group first reported a position in VLO in Q1 2018 and has held it in 34 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Merit Financial Group held 25,063 shares of Valero Energy worth $6.53M as of Q2 2026.
- Merit Financial Group bought 5,194 Valero Energy shares in Q2 2026, an estimated $1.28M.
- Valero Energy made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #359 holding.
- Merit Financial Group first reported a position in Valero Energy in Q1 2018 and has held it in 34 quarters since.
- 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.