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Operose Advisors’s Valero Energy VLO Stock Holding History

Operose 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 		$32.6K Sell
125
-255
-67% -$62.8K 0.01% 342
2026
Q1 		$93.9K Buy
380
+130
+52% +$26.8K 0.02% 228
2025
Q4 		$40.7K Buy
+250
New +$42.4K 0.01% 298
2024
Q4 		– Sell
-425
Closed -$57.4K – 637
2024
Q3 		$57.4K Hold
425
– – 0.02% 255
2024
Q2 		$66.7K Hold
425
– – 0.02% 210
2024
Q1 		$72.6K Hold
425
– – 0.02% 216
2023
Q4 		$55.3K Sell
425
-272
-39% -$34.6K 0.02% 215
2023
Q3 		$98.8K Buy
+697
New +$91.3K 0.04% 210
2023
Q2 		– Hold
0
– – – 358
2023
Q1 		– Hold
0
– – – 343

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

Operose Advisors's VLO Position: Q2 2026 in Review

Operose Advisors reduced its Valero Energy (VLO) stake by 67% in Q2 2026, selling an estimated $62.8K and leaving 125 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #342.

Operose Advisors first reported a position in VLO in Q3 2023 and has held it in 8 quarters since. The position peaked at $98.8K in Q3 2023. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Operose Advisors held 125 shares of Valero Energy worth $32.6K as of Q2 2026.
  • Operose Advisors sold 255 Valero Energy shares in Q2 2026, an estimated $62.8K.
  • Valero Energy made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #342 holding.
  • Operose Advisors first reported a position in Valero Energy in Q3 2023 and has held it in 8 quarters since.
  • Operose Advisors's Valero Energy position peaked at $98.8K in Q3 2023.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.