OneAscent Family Office’s Valero Energy VLO Stock Holding History

OneAscent Family Office’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	$376K	Buy	1,442 +336	+30%	+$82.7K	0.19%	112
2026 Q1	$273K	Buy	+1,106	New	+$228K	0.19%	129

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

OneAscent Family Office's VLO Position: Q2 2026 in Review

OneAscent Family Office increased its Valero Energy (VLO) stake by 30% in Q2 2026, buying an estimated $82.7K and bringing the position to 1,442 shares worth $376K. The position accounts for 0.19% of the portfolio, ranked #112.

OneAscent Family Office first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

OneAscent Family Office held 1,442 shares of Valero Energy worth $376K as of Q2 2026.
OneAscent Family Office bought 336 Valero Energy shares in Q2 2026, an estimated $82.7K.
Valero Energy made up 0.19% of OneAscent Family Office's portfolio in Q2 2026, its #112 holding.
OneAscent Family Office first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.