Modera Wealth Management’s Valero Energy VLO Stock Holding History

Modera 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	$240K	Buy	922 +22	+2%	+$5.42K	﹤0.01%	597
2026 Q1	$222K	Buy	+900	New	+$186K	﹤0.01%	591
2025 Q2	–	Sell	-1,992	Closed	-$263K	–	657
2025 Q1	$263K	Sell	1,992 -379	-16%	-$50.3K	﹤0.01%	535
2024 Q4	$291K	Buy	2,371 +635	+37%	+$85K	﹤0.01%	520
2024 Q3	$234K	Sell	1,736 -79	-4%	-$11.5K	﹤0.01%	548
2024 Q2	$284K	Sell	1,815 -288	-14%	-$46.5K	﹤0.01%	488
2024 Q1	$359K	Buy	2,103 +13	+0.6%	+$1.86K	0.01%	446
2023 Q4	$272K	Buy	2,090 +157	+8%	+$20K	﹤0.01%	486
2023 Q3	$274K	Buy	+1,933	New	+$253K	0.01%	470
2022 Q1	–	Sell	-4,590	Closed	-$345K	–	588
2021 Q4	$345K	Buy	+4,590	New	+$342K	0.01%	366

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

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

Modera Wealth Management increased its Valero Energy (VLO) stake by 2.4% in Q2 2026, buying an estimated $5.42K and bringing the position to 922 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Modera Wealth Management first reported a position in VLO in Q4 2021 and has held it in 10 quarters since. The position peaked at $359K in Q1 2024. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Modera Wealth Management held 922 shares of Valero Energy worth $240K as of Q2 2026.
Modera Wealth Management bought 22 Valero Energy shares in Q2 2026, an estimated $5.42K.
Valero Energy made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #597 holding.
Modera Wealth Management first reported a position in Valero Energy in Q4 2021 and has held it in 10 quarters since.
Modera Wealth Management's Valero Energy position peaked at $359K in Q1 2024.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.