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Modern Wealth Management’s Valero Energy VLO Stock Holding History

Modern 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 		$752K Buy
2,887
+841
+41% +$207K 0.01% 597
2026
Q1 		$494K Buy
2,046
+143
+8% +$29.5K 0.01% 582
2025
Q4 		$310K Buy
1,903
+294
+18% +$49.8K 0.01% 672
2025
Q3 		$274K Buy
1,609
+30
+2% +$4.47K 0.01% 671
2025
Q2 		$212K Buy
+1,579
New +$197K 0.01% 729

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

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

Modern Wealth Management increased its Valero Energy (VLO) stake by 41% in Q2 2026, buying an estimated $207K and bringing the position to 2,887 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #597.

Modern Wealth Management first reported a position in VLO in Q2 2025 and has held it in 5 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Modern Wealth Management held 2,887 shares of Valero Energy worth $752K as of Q2 2026.
  • Modern Wealth Management bought 841 Valero Energy shares in Q2 2026, an estimated $207K.
  • Valero Energy made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #597 holding.
  • Modern Wealth Management first reported a position in Valero Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.