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MFG Wealth Management’s Valero Energy VLO Stock Holding History

MFG 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 		$1.77M Sell
6,804
-1,136
-14% -$280K 1.27% 38
2026
Q1 		$1.96M Buy
+7,940
New +$1.64M 1.63% 26
2025
Q2 		– Sell
-8,505
Closed -$1.12M – 65
2025
Q1 		$1.12M Buy
8,505
+10
+0.1% +$1.33K 1.07% 43
2024
Q4 		$1.04M Buy
+8,495
New +$1.14M 0.95% 46

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MFG Wealth Management reduced its Valero Energy (VLO) stake by 14% in Q2 2026, selling an estimated $280K and leaving 6,804 shares worth $1.77M. The position accounts for 1.27% of the portfolio, ranked #38.

MFG Wealth Management first reported a position in VLO in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.96M in Q1 2026. 435 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • MFG Wealth Management held 6,804 shares of Valero Energy worth $1.77M as of Q2 2026.
  • MFG Wealth Management sold 1,136 Valero Energy shares in Q2 2026, an estimated $280K.
  • Valero Energy made up 1.27% of MFG Wealth Management's portfolio in Q2 2026, its #38 holding.
  • MFG Wealth Management first reported a position in Valero Energy in Q4 2024 and has held it in 4 quarters since.
  • MFG Wealth Management's Valero Energy position peaked at $1.96M in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.