MorganRosel Wealth Management’s Valero Energy VLO Stock Holding History

MorganRosel 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	$1.01M	Buy	3,873 +96	+3%	+$23.6K	0.34%	52
2026 Q1	$933K	Buy	+3,777	New	+$779K	0.37%	45
2025 Q3	–	Sell	-100	Closed	-$13.4K	–	343
2025 Q2	$13.4K	Hold	100	–	–	﹤0.01%	248
2025 Q1	$13.2K	Buy	+100	New	+$13.3K	﹤0.01%	234
2023 Q2	–	Sell	-7,148	Closed	-$998K	–	106
2023 Q1	$998K	Sell	7,148 -1,154	-14%	-$155K	0.43%	43
2022 Q4	$1.05M	Buy	+8,302	New	+$1.04M	0.49%	35

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

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

MorganRosel Wealth Management increased its Valero Energy (VLO) stake by 2.5% in Q2 2026, buying an estimated $23.6K and bringing the position to 3,873 shares worth $1.01M. The position accounts for 0.34% of the portfolio, ranked #52.

MorganRosel Wealth Management first reported a position in VLO in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2022. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

MorganRosel Wealth Management held 3,873 shares of Valero Energy worth $1.01M as of Q2 2026.
MorganRosel Wealth Management bought 96 Valero Energy shares in Q2 2026, an estimated $23.6K.
Valero Energy made up 0.34% of MorganRosel Wealth Management's portfolio in Q2 2026, its #52 holding.
MorganRosel Wealth Management first reported a position in Valero Energy in Q4 2022 and has held it in 6 quarters since.
MorganRosel Wealth Management's Valero Energy position peaked at $1.05M in Q4 2022.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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