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Michels Family Financial’s Valero Energy VLO Stock Holding History

Michels Family Financial’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 		$591K Buy
2,270
+4
+0.2% +$985 0.38% 82
2026
Q1 		$560K Sell
2,266
-8
-0.4% -$1.65K 0.4% 80
2025
Q4 		$370K Buy
2,274
+18
+0.8% +$3.05K 0.27% 102
2025
Q3 		$384K Buy
2,256
+5
+0.2% +$746 0.3% 101
2025
Q2 		$303K Buy
2,251
+4
+0.2% +$498 0.26% 104
2025
Q1 		$297K Sell
2,247
-13
-0.6% -$1.73K 0.27% 103
2024
Q4 		$277K Buy
+2,260
New +$302K 0.25% 108

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

Michels Family Financial's VLO Position: Q2 2026 in Review

Michels Family Financial increased its Valero Energy (VLO) stake by 0.18% in Q2 2026, buying an estimated $985 and bringing the position to 2,270 shares worth $591K. The position accounts for 0.38% of the portfolio, ranked #82.

Michels Family Financial first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Michels Family Financial held 2,270 shares of Valero Energy worth $591K as of Q2 2026.
  • Michels Family Financial bought 4 Valero Energy shares in Q2 2026, an estimated $985.
  • Valero Energy made up 0.38% of Michels Family Financial's portfolio in Q2 2026, its #82 holding.
  • Michels Family Financial first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.