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Mindset Wealth Management’s Valero Energy VLO Stock Holding History

Mindset 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 		$365K Hold
1,400
– – 0.07% 119
2026
Q1 		$346K Hold
1,400
– – 0.09% 113
2025
Q4 		$228K Hold
1,400
– – 0.06% 162
2025
Q3 		$238K Buy
+1,400
New +$209K 0.07% 149

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

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

Mindset Wealth Management held its Valero Energy (VLO) position steady in Q2 2026 at 1,400 shares worth $365K. The position accounts for 0.07% of the portfolio, ranked #119.

Mindset Wealth Management first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Mindset Wealth Management held 1,400 shares of Valero Energy worth $365K as of Q2 2026.
  • Mindset Wealth Management left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.07% of Mindset Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Mindset Wealth Management first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.