Mowery & Schoenfeld Wealth Management’s Valero Energy VLO Stock Holding History

Mowery & Schoenfeld 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	$68K	Hold	261	–	–	0.09%	116
2026 Q1	$64.6K	Sell	261 -98	-27%	-$20.2K	0.1%	111
2025 Q4	$58.5K	Buy	359 +98	+38%	+$16.6K	0.08%	129
2025 Q3	$44.5K	Sell	261 -39	-13%	-$5.82K	0.08%	123
2025 Q2	$40.3K	Hold	300	–	–	0.06%	125
2025 Q1	$39.6K	Buy	300 +3	+1%	+$398	0.08%	150
2024 Q4	$36.4K	Buy	+297	New	+$39.7K	0.07%	132

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's VLO Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Valero Energy (VLO) position steady in Q2 2026 at 261 shares worth $68K. The position accounts for 0.09% of the portfolio, ranked #116.

Mowery & Schoenfeld Wealth Management first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 1,299 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 261 shares of Valero Energy worth $68K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.09% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #116 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
1,299 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.