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Net Worth Advisory Group’s Valero Energy VLO Stock Holding History

Net Worth Advisory Group’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 		$292K Buy
+1,122
New +$276K 0.07% 292
2025
Q4 		– Sell
-1,269
Closed -$216K – 473
2025
Q3 		$216K Buy
+1,269
New +$189K 0.06% 371
2024
Q4 		– Sell
-2,470
Closed -$334K – 406
2024
Q3 		$334K Buy
+2,470
New +$359K 0.1% 241

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

Net Worth Advisory Group's VLO Position: Q2 2026 in Review

Net Worth Advisory Group opened a new position in Valero Energy (VLO) in Q2 2026: 1,122 shares worth $292K. The stake represents 0.07% of the portfolio and ranks #292 among its holdings. This is a return to the name: Net Worth Advisory Group previously reported a position in VLO as recently as Q3 2025.

Net Worth Advisory Group first reported a position in VLO in Q3 2024 and has held it in 3 quarters since. The position peaked at $334K in Q3 2024. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Net Worth Advisory Group held 1,122 shares of Valero Energy worth $292K as of Q2 2026.
  • Valero Energy was a new Net Worth Advisory Group position in Q2 2026.
  • Valero Energy made up 0.07% of Net Worth Advisory Group's portfolio in Q2 2026, its #292 holding.
  • Net Worth Advisory Group first reported a position in Valero Energy in Q3 2024 and has held it in 3 quarters since.
  • Net Worth Advisory Group's Valero Energy position peaked at $334K in Q3 2024.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.