Mirabella Financial Services’s Valero Energy VLO Stock Holding History

Mirabella Financial Services’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	$364K	Sell	1,396 -960	-41%	-$236K	0.03%	370
2026 Q1	$582K	Buy	+2,356	New	+$486K	0.06%	231
2025 Q4	–	Sell	-18,701	Closed	-$3.18M	–	794
2025 Q3	$3.18M	Buy	18,701 +10,905	+140%	+$1.63M	0.28%	77
2025 Q2	$1.05M	Sell	7,796 -15,931	-67%	-$1.99M	0.11%	127
2025 Q1	$3.14M	Buy	23,727 +13,212	+126%	+$1.75M	0.13%	111
2024 Q4	$1.29M	Buy	+10,515	New	+$1.41M	0.12%	143
2024 Q1	–	Sell	-3,403	Closed	-$442K	–	722
2023 Q4	$442K	Buy	+3,403	New	+$433K	0.06%	240
2023 Q3	–	Sell	-11,894	Closed	-$1.4M	–	636
2023 Q2	$1.4M	Buy	11,894 +10,294	+643%	+$1.2M	0.15%	165
2023 Q1	$223K	Buy	+1,600	New	+$215K	0.03%	344

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mirabella Financial Services's VLO Position: Q2 2026 in Review

Mirabella Financial Services reduced its Valero Energy (VLO) stake by 41% in Q2 2026, selling an estimated $236K and leaving 1,396 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #370.

Mirabella Financial Services first reported a position in VLO in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.18M in Q3 2025. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Mirabella Financial Services held 1,396 shares of Valero Energy worth $364K as of Q2 2026.
Mirabella Financial Services sold 960 Valero Energy shares in Q2 2026, an estimated $236K.
Valero Energy made up 0.03% of Mirabella Financial Services's portfolio in Q2 2026, its #370 holding.
Mirabella Financial Services first reported a position in Valero Energy in Q1 2023 and has held it in 9 quarters since.
Mirabella Financial Services's Valero Energy position peaked at $3.18M in Q3 2025.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.