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Mount Yale Investment Advisors’s Valero Energy VLO Stock Holding History

Mount Yale Investment Advisors’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 		$1.52M Buy
5,817
+1,258
+28% +$310K 0.03% 481
2026
Q1 		$1.13M Buy
+4,559
New +$940K 0.03% 487
2025
Q3 		– Sell
-2,462
Closed -$331K – 1571
2025
Q2 		$331K Sell
2,462
-7,877
-76% -$982K 0.03% 432
2025
Q1 		$1.37M Buy
10,339
+665
+7% +$88.2K 0.12% 156
2024
Q4 		$1.19M Buy
9,674
+1,341
+16% +$179K 0.1% 174
2024
Q3 		$1.13M Buy
8,333
+3,598
+76% +$522K 0.11% 180
2024
Q2 		$742K Sell
4,735
-944
-17% -$152K 0.06% 263
2024
Q1 		$969K Buy
+5,679
New +$814K 0.07% 224
2020
Q3 		– Sell
-3,672
Closed -$216K – 378
2020
Q2 		$216K Sell
3,672
-6,098
-62% -$364K 0.04% 296
2020
Q1 		$443K Sell
9,770
-1,238
-11% -$89.9K 0.1% 194
2019
Q4 		$928K Buy
11,008
+363
+3% +$34.3K 0.16% 127
2019
Q3 		$1.07M Buy
10,645
+1,138
+12% +$92K 0.19% 111
2019
Q2 		$721K Buy
9,507
+2,974
+46% +$246K 0.13% 134
2019
Q1 		$554K Buy
6,533
+327
+5% +$27K 0.1% 157
2018
Q4 		$517K Buy
6,206
+5,470
+743% +$481K 0.11% 166
2018
Q3 		$68K Sell
736
-253
-26% -$28.7K 0.01% 551
2018
Q2 		$110K Sell
989
-66,480
-99% -$7.46M 0.02% 432
2018
Q1 		$6.26M Buy
+67,469
New +$6.3M 1.34% 17

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

Mount Yale Investment Advisors's VLO Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Valero Energy (VLO) stake by 28% in Q2 2026, buying an estimated $310K and bringing the position to 5,817 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #481.

Mount Yale Investment Advisors first reported a position in VLO in Q1 2018 and has held it in 18 quarters since. The position peaked at $6.26M in Q1 2018. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Mount Yale Investment Advisors held 5,817 shares of Valero Energy worth $1.52M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,258 Valero Energy shares in Q2 2026, an estimated $310K.
  • Valero Energy made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #481 holding.
  • Mount Yale Investment Advisors first reported a position in Valero Energy in Q1 2018 and has held it in 18 quarters since.
  • Mount Yale Investment Advisors's Valero Energy position peaked at $6.26M in Q1 2018.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.