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OneDigital Investment Advisors’s Valero Energy VLO Stock Holding History

OneDigital Investment 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 		$6.76M Sell
25,965
-7,160
-22% -$1.76M 0.06% 263
2026
Q1 		$8.18M Sell
33,125
-713
-2% -$147K 0.08% 198
2025
Q4 		$5.51M Buy
33,838
+28,772
+568% +$4.87M 0.05% 259
2025
Q3 		$863K Buy
5,066
+516
+11% +$77K 0.01% 714
2025
Q2 		$612K Sell
4,550
-464
-9% -$57.8K 0.01% 828
2025
Q1 		$662K Buy
5,014
+805
+19% +$107K 0.01% 751
2024
Q4 		$516K Sell
4,209
-2,484
-37% -$332K 0.01% 874
2024
Q3 		$904K Buy
6,693
+1,192
+22% +$173K 0.01% 686
2024
Q2 		$862K Buy
5,501
+2,195
+66% +$354K 0.01% 666
2024
Q1 		$564K Sell
3,306
-324
-9% -$46.4K 0.01% 697
2023
Q4 		$472K Sell
3,630
-6,637
-65% -$844K 0.01% 736
2023
Q3 		$1.45M Buy
10,267
+8,421
+456% +$1.1M 0.03% 345
2023
Q2 		$217K Sell
1,846
-171
-8% -$19.9K ﹤0.01% 934
2023
Q1 		$282K Buy
+2,017
New +$271K 0.01% 805
2020
Q1 		– Sell
-2,541
Closed -$238K – 631
2019
Q4 		$238K Sell
2,541
-315
-11% -$29.8K 0.02% 472
2019
Q3 		$243K Sell
2,856
-679
-19% -$54.9K 0.02% 436
2019
Q2 		$303K Buy
3,535
+3,305
+1,437% +$273K 0.02% 346
2019
Q1 		$20K Hold
230
– – ﹤0.01% 733
2018
Q4 		$17K Buy
+230
New +$20.2K ﹤0.01% 741
2018
Q3 		– Sell
-230
Closed -$25K – 1258
2018
Q2 		$25K Hold
230
– – 0.01% 727
2018
Q1 		$21K Sell
230
-200
-47% -$18.7K ﹤0.01% 808
2017
Q4 		$40K Buy
+430
New +$35.5K ﹤0.01% 578

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

OneDigital Investment Advisors's VLO Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Valero Energy (VLO) stake by 22% in Q2 2026, selling an estimated $1.76M and leaving 25,965 shares worth $6.76M. The position accounts for 0.06% of the portfolio, ranked #263.

OneDigital Investment Advisors first reported a position in VLO in Q4 2017 and has held it in 22 quarters since. The position peaked at $8.18M in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • OneDigital Investment Advisors held 25,965 shares of Valero Energy worth $6.76M as of Q2 2026.
  • OneDigital Investment Advisors sold 7,160 Valero Energy shares in Q2 2026, an estimated $1.76M.
  • Valero Energy made up 0.06% of OneDigital Investment Advisors's portfolio in Q2 2026, its #263 holding.
  • OneDigital Investment Advisors first reported a position in Valero Energy in Q4 2017 and has held it in 22 quarters since.
  • OneDigital Investment Advisors's Valero Energy position peaked at $8.18M in Q1 2026.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.