NW
VLO icon

NewEdge Wealth’s Valero Energy VLO Stock Holding History

NewEdge Wealth’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 		$2.24M Sell
8,609
-558
-6% -$137K 0.02% 426
2026
Q1 		$2.27M Sell
9,167
-4,597
-33% -$948K 0.03% 395
2025
Q4 		$2.24M Buy
13,764
+2,585
+23% +$438K 0.03% 422
2025
Q3 		$1.9M Buy
11,179
+1,589
+17% +$237K 0.03% 410
2025
Q2 		$1.27M Buy
9,590
+7,552
+371% +$941K 0.02% 476
2025
Q1 		$269K Sell
2,038
-219
-10% -$29.1K ﹤0.01% 799
2024
Q4 		$277K Sell
2,257
-400
-15% -$53.5K ﹤0.01% 785
2024
Q3 		$359K Buy
2,657
+321
+14% +$46.6K 0.01% 685
2024
Q2 		$366K Sell
2,336
-201
-8% -$32.4K 0.01% 608
2024
Q1 		$399K Sell
2,537
-76
-3% -$10.9K 0.01% 608
2023
Q4 		$340K Sell
2,613
-293
-10% -$37.3K 0.01% 590
2023
Q3 		$412K Sell
2,906
-182
-6% -$23.8K 0.01% 482
2023
Q2 		$362K Buy
3,088
+8
+0.3% +$930 0.01% 513
2023
Q1 		$430K Buy
+3,080
New +$414K 0.02% 436

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

NewEdge Wealth's VLO Position: Q2 2026 in Review

NewEdge Wealth reduced its Valero Energy (VLO) stake by 6.1% in Q2 2026, selling an estimated $137K and leaving 8,609 shares worth $2.24M. The position accounts for 0.02% of the portfolio, ranked #426.

NewEdge Wealth first reported a position in VLO in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.27M in Q1 2026. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • NewEdge Wealth held 8,609 shares of Valero Energy worth $2.24M as of Q2 2026.
  • NewEdge Wealth sold 558 Valero Energy shares in Q2 2026, an estimated $137K.
  • Valero Energy made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #426 holding.
  • NewEdge Wealth first reported a position in Valero Energy in Q1 2023 and has held it in 14 quarters since.
  • NewEdge Wealth's Valero Energy position peaked at $2.27M in Q1 2026.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.