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Mosaic Family Wealth Partners’s Valero Energy VLO Stock Holding History

Mosaic Family Wealth Partners’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 		$701K Buy
+2,690
New +$662K 0.05% 249

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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

Mosaic Family Wealth Partners's VLO Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Valero Energy (VLO) in Q2 2026: 2,690 shares worth $701K. The stake represents 0.05% of the portfolio and ranks #249 among its holdings.

1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Mosaic Family Wealth Partners held 2,690 shares of Valero Energy worth $701K as of Q2 2026.
  • Valero Energy was a new Mosaic Family Wealth Partners position in Q2 2026.
  • Valero Energy made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #249 holding.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.