N.E.W. Advisory Services’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$98.7K Buy
379
+2
+0.5% +$492 0.01% 294
2026
Q1
$93.1K Hold
377
0.01% 292
2025
Q4
$61.4K Hold
377
﹤0.01% 336
2025
Q3
$64.2K Hold
377
0.01% 291
2025
Q2
$50.7K Sell
377
-377
-50% -$47K ﹤0.01% 313
2025
Q1
$99.6K Buy
+754
New +$100K 0.01% 278

Other funds holding VLO

N.E.W. Advisory Services's VLO Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Valero Energy (VLO) stake by 0.53% in Q2 2026, buying an estimated $492 and bringing the position to 379 shares worth $98.7K. The position accounts for 0.01% of the portfolio, ranked #294.

N.E.W. Advisory Services first reported a position in VLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $99.6K in Q1 2025. 1,967 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • N.E.W. Advisory Services held 379 shares of Valero Energy worth $98.7K as of Q2 2026.
  • N.E.W. Advisory Services bought 2 Valero Energy shares in Q2 2026, an estimated $492.
  • Valero Energy made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #294 holding.
  • N.E.W. Advisory Services first reported a position in Valero Energy in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Valero Energy position peaked at $99.6K in Q1 2025.
  • 1,967 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.