Northwest Wealth Management’s Valero Energy VLO Stock Holding History

Northwest Wealth Management’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	$250K	Buy	961 +54	+6%	+$13.3K	0.03%	228
2026 Q1	$224K	Buy	+907	New	+$187K	0.03%	222
2019 Q2	–	Sell	-1,358	Closed	-$115K	–	459
2019 Q1	$115K	Buy	1,358 +37	+3%	+$3.06K	0.09%	147
2018 Q4	$99K	Buy	1,321 +36	+3%	+$3.16K	0.08%	145
2018 Q3	$146K	Buy	1,285 +7	+0.5%	+$795	0.11%	124
2018 Q2	$142K	Buy	1,278 +216	+20%	+$24.2K	0.11%	126
2018 Q1	$98K	Buy	+1,062	New	+$99.1K	0.07%	151

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwest Wealth Management's VLO Position: Q2 2026 in Review

Northwest Wealth Management increased its Valero Energy (VLO) stake by 6% in Q2 2026, buying an estimated $13.3K and bringing the position to 961 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #228.

Northwest Wealth Management first reported a position in VLO in Q1 2018 and has held it in 7 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Northwest Wealth Management held 961 shares of Valero Energy worth $250K as of Q2 2026.
Northwest Wealth Management bought 54 Valero Energy shares in Q2 2026, an estimated $13.3K.
Valero Energy made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #228 holding.
Northwest Wealth Management first reported a position in Valero Energy in Q1 2018 and has held it in 7 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.