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Mosley Wealth Management’s Valero Energy VLO Stock Holding History

Mosley 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 		$78K Sell
300
-1,506
-83% -$371K 0.02% 216
2026
Q1 		$307K Buy
1,806
+19
+1% +$3.92K 0.14% 125
2025
Q4 		$290K Buy
+1,787
New +$303K 0.13% 131
2024
Q4 		$246K Buy
+1,764
New +$236K 0.15% 105
2024
Q2 		– Sell
-1,624
Closed -$277K – 109
2024
Q1 		$277K Sell
1,624
-79
-5% -$11.3K 0.26% 84
2023
Q4 		$221K Buy
+1,703
New +$217K 0.22% 88

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Mosley Wealth Management reduced its Valero Energy (VLO) stake by 83% in Q2 2026, selling an estimated $371K and leaving 300 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #216.

Mosley Wealth Management first reported a position in VLO in Q4 2023 and has held it in 6 quarters since. The position peaked at $307K in Q1 2026. 1,212 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Mosley Wealth Management held 300 shares of Valero Energy worth $78K as of Q2 2026.
  • Mosley Wealth Management sold 1,506 Valero Energy shares in Q2 2026, an estimated $371K.
  • Valero Energy made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Mosley Wealth Management first reported a position in Valero Energy in Q4 2023 and has held it in 6 quarters since.
  • Mosley Wealth Management's Valero Energy position peaked at $307K in Q1 2026.
  • 1,212 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.