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One Wealth Advisors’s Valero Energy VLO Stock Holding History

One Wealth 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 		$439K Buy
1,687
+462
+38% +$114K 0.05% 202
2026
Q1 		$303K Sell
1,225
-26
-2% -$5.36K 0.04% 244
2025
Q4 		$204K Sell
1,251
-943
-43% -$160K 0.02% 292
2025
Q3 		$374K Sell
2,194
-1,486
-40% -$222K 0.05% 209
2025
Q2 		$495K Sell
3,680
-646
-15% -$80.5K 0.07% 156
2025
Q1 		$571K Sell
4,326
-68
-2% -$9.02K 0.09% 136
2024
Q4 		$539K Buy
4,394
+872
+25% +$117K 0.08% 112
2024
Q3 		$476K Buy
3,522
+252
+8% +$36.6K 0.07% 137
2024
Q2 		$498K Sell
3,270
-279
-8% -$45K 0.11% 101
2024
Q1 		$606K Sell
3,549
-140
-4% -$20.1K 0.11% 108
2023
Q4 		$480K Buy
3,689
+1,078
+41% +$137K 0.09% 111
2023
Q3 		$370K Buy
2,611
+555
+27% +$72.7K 0.08% 121
2023
Q2 		$241K Buy
+2,056
New +$239K 0.05% 177
2019
Q2 		– Sell
-3,190
Closed -$271K – 463
2019
Q1 		$271K Sell
3,190
-50,765
-94% -$4.19M 0.22% 79
2018
Q4 		$344K Buy
53,955
+42,690
+379% +$3.75M 0.34% 47
2018
Q3 		$1.28M Sell
11,265
-1,992
-15% -$226K 0.98% 9
2018
Q2 		$1.47M Buy
+13,257
New +$1.49M 1.17% 8
2018
Q1 		– Sell
-14,632
Closed -$1.34M – 581
2017
Q4 		$1.34M Buy
+14,632
New +$1.21M 1.09% 9

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

One Wealth Advisors's VLO Position: Q2 2026 in Review

One Wealth Advisors increased its Valero Energy (VLO) stake by 38% in Q2 2026, buying an estimated $114K and bringing the position to 1,687 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #202.

One Wealth Advisors first reported a position in VLO in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.47M in Q2 2018. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • One Wealth Advisors held 1,687 shares of Valero Energy worth $439K as of Q2 2026.
  • One Wealth Advisors bought 462 Valero Energy shares in Q2 2026, an estimated $114K.
  • Valero Energy made up 0.05% of One Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • One Wealth Advisors first reported a position in Valero Energy in Q4 2017 and has held it in 18 quarters since.
  • One Wealth Advisors's Valero Energy position peaked at $1.47M in Q2 2018.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.