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Obermeyer Wealth Partners’s Valero Energy VLO Stock Holding History

Obermeyer Wealth 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 		$370K Hold
1,421
– – 0.02% 217
2026
Q1 		$351K Hold
1,421
– – 0.02% 212
2025
Q4 		$231K Buy
1,421
+15
+1% +$2.54K 0.01% 266
2025
Q3 		$239K Buy
+1,406
New +$210K 0.01% 263

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

Obermeyer Wealth Partners's VLO Position: Q2 2026 in Review

Obermeyer Wealth Partners held its Valero Energy (VLO) position steady in Q2 2026 at 1,421 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #217.

Obermeyer Wealth Partners first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Obermeyer Wealth Partners held 1,421 shares of Valero Energy worth $370K as of Q2 2026.
  • Obermeyer Wealth Partners left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • Obermeyer Wealth Partners first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.