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Narus Financial Partners’s Valero Energy VLO Stock Holding History

Narus Financial 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 		$378K Sell
1,453
-634
-30% -$156K 0.1% 130
2026
Q1 		$516K Buy
2,087
+151
+8% +$31.1K 0.14% 98
2025
Q4 		$315K Hold
1,936
– – 0.09% 132
2025
Q3 		$330K Buy
1,936
+128
+7% +$19.1K 0.09% 128
2025
Q2 		$243K Buy
1,808
+223
+14% +$27.8K 0.08% 135
2025
Q1 		$209K Buy
+1,585
New +$210K 0.07% 146
2024
Q3 		– Sell
-1,525
Closed -$239K – 156
2024
Q2 		$239K Sell
1,525
-140
-8% -$22.6K 0.1% 126
2024
Q1 		$284K Sell
1,665
-99
-6% -$14.2K 0.12% 115
2023
Q4 		$229K Sell
1,764
-63
-3% -$8.02K 0.11% 123
2023
Q3 		$259K Buy
1,827
+103
+6% +$13.5K 0.13% 99
2023
Q2 		$202K Buy
1,724
+229
+15% +$26.6K 0.1% 118
2023
Q1 		$209K Buy
+1,495
New +$201K 0.11% 108
2019
Q4 		$583K Sell
6,229
-636
-9% -$60.1K 0.41% 27
2019
Q3 		$585K Sell
6,865
-13
-0.2% -$1.05K 0.43% 23
2019
Q2 		$589K Buy
+6,878
New +$568K 0.46% 20
2017
Q3 		$547K Buy
7,114
+432
+6% +$29.8K 0.48% 31
2017
Q2 		$451K Sell
6,682
-486
-7% -$31.5K 0.42% 34
2017
Q1 		$475K Buy
7,168
+1,247
+21% +$83.5K 0.46% 32
2016
Q4 		$405K Buy
+5,921
New +$364K 0.43% 35

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

Narus Financial Partners's VLO Position: Q2 2026 in Review

Narus Financial Partners reduced its Valero Energy (VLO) stake by 30% in Q2 2026, selling an estimated $156K and leaving 1,453 shares worth $378K. The position accounts for 0.1% of the portfolio, ranked #130.

Narus Financial Partners first reported a position in VLO in Q4 2016 and has held it in 19 quarters since. The position peaked at $589K in Q2 2019. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Narus Financial Partners held 1,453 shares of Valero Energy worth $378K as of Q2 2026.
  • Narus Financial Partners sold 634 Valero Energy shares in Q2 2026, an estimated $156K.
  • Valero Energy made up 0.1% of Narus Financial Partners's portfolio in Q2 2026, its #130 holding.
  • Narus Financial Partners first reported a position in Valero Energy in Q4 2016 and has held it in 19 quarters since.
  • Narus Financial Partners's Valero Energy position peaked at $589K in Q2 2019.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.