New England Capital Financial Advisors’s Valero Energy VLO Stock Holding History

New England Capital Financial 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	$4.16K	Hold	16	–	–	﹤0.01%	333
2026 Q1	$3.92K	Hold	16	–	–	﹤0.01%	326
2025 Q4	$2.57K	Sell	16 -11	-41%	-$1.86K	﹤0.01%	338
2025 Q3	$4.54K	Buy	27 +11	+69%	+$1.64K	﹤0.01%	314
2025 Q2	$2.09K	Buy	16 +1	+7%	+$125	﹤0.01%	338
2025 Q1	$2.04K	Hold	15	–	–	﹤0.01%	309
2024 Q4	$1.88K	Hold	15	–	–	﹤0.01%	325
2024 Q3	$2.05K	Hold	15	–	–	﹤0.01%	315
2024 Q2	$2.36K	Hold	15	–	–	﹤0.01%	306
2024 Q1	$2.55K	Hold	15	–	–	﹤0.01%	301
2023 Q4	$1.93K	Hold	15	–	–	﹤0.01%	323
2023 Q3	$2.09K	Hold	15	–	–	﹤0.01%	315
2023 Q2	$1.72K	Buy	15 +1	+7%	+$116	﹤0.01%	320
2023 Q1	$2.02K	Hold	14	–	–	﹤0.01%	343
2022 Q4	$2.05K	Buy	+14	New	+$1.76K	﹤0.01%	345

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

New England Capital Financial Advisors's VLO Position: Q2 2026 in Review

New England Capital Financial Advisors held its Valero Energy (VLO) position steady in Q2 2026 at 16 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

New England Capital Financial Advisors first reported a position in VLO in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.54K in Q3 2025. 1,502 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

New England Capital Financial Advisors held 16 shares of Valero Energy worth $4.16K as of Q2 2026.
New England Capital Financial Advisors left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #333 holding.
New England Capital Financial Advisors first reported a position in Valero Energy in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Valero Energy position peaked at $4.54K in Q3 2025.
1,502 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.