Money Concepts Capital’s Valero Energy VLO Stock Holding History

Money Concepts Capital’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	$635K	Buy	2,439 +10	+0.4%	+$2.46K	0.03%	381
2026 Q1	$600K	Buy	2,429 +635	+35%	+$131K	0.03%	358
2025 Q4	$292K	Buy	+1,794	New	+$304K	0.02%	437
2023 Q1	–	Sell	-2,217	Closed	-$281K	–	2826
2022 Q4	$281K	Buy	2,217 +1,177	+113%	+$148K	0.01%	575
2022 Q3	$111K	Buy	1,040 +71	+7%	+$7.81K	0.01%	556
2022 Q2	$105K	Sell	969 -415	-30%	-$49.1K	0.01%	554
2022 Q1	$140K	Sell	1,384 -5,704	-80%	-$495K	0.01%	870
2021 Q4	$532K	Buy	+7,088	New	+$528K	0.05%	305
2021 Q1	$418K	Buy	+5,843	New	+$397K	0.03%	347

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 $3.38T AUM 44.17% 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

Money Concepts Capital's VLO Position: Q2 2026 in Review

Money Concepts Capital increased its Valero Energy (VLO) stake by 0.41% in Q2 2026, buying an estimated $2.46K and bringing the position to 2,439 shares worth $635K. The position accounts for 0.03% of the portfolio, ranked #381.

Money Concepts Capital first reported a position in VLO in Q1 2021 and has held it in 9 quarters since. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Money Concepts Capital held 2,439 shares of Valero Energy worth $635K as of Q2 2026.
Money Concepts Capital bought 10 Valero Energy shares in Q2 2026, an estimated $2.46K.
Valero Energy made up 0.03% of Money Concepts Capital's portfolio in Q2 2026, its #381 holding.
Money Concepts Capital first reported a position in Valero Energy in Q1 2021 and has held it in 9 quarters since.
1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.