ORG Wealth Partners’s Valero Energy VLO Stock Holding History

ORG 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	$139K	Hold	532	–	–	0.02%	263
2026 Q1	$131K	Hold	532	–	–	0.03%	261
2025 Q4	$86.6K	Hold	532	–	–	0.02%	288
2025 Q3	$90.6K	Buy	+532	New	+$79.3K	0.02%	285

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

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

ORG Wealth Partners held its Valero Energy (VLO) position steady in Q2 2026 at 532 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #263.

ORG Wealth Partners first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

ORG Wealth Partners held 532 shares of Valero Energy worth $139K as of Q2 2026.
ORG Wealth Partners left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.02% of ORG Wealth Partners's portfolio in Q2 2026, its #263 holding.
ORG Wealth Partners first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.