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Palumbo Wealth Management’s Valero Energy VLO Stock Holding History

Palumbo Wealth Management’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 		$917K Hold
3,522
– – 0.19% 84
2026
Q1 		$870K Buy
3,522
+45
+1% +$9.28K 0.21% 79
2025
Q4 		$566K Hold
3,477
– – 0.14% 113
2025
Q3 		$540K Hold
3,477
– – 0.17% 83
2025
Q2 		$467K Buy
3,477
+303
+10% +$37.8K 0.14% 110
2025
Q1 		$419K Hold
3,174
– – 0.14% 104
2024
Q4 		$389K Buy
+3,174
New +$425K 0.15% 104

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

Palumbo Wealth Management's VLO Position: Q2 2026 in Review

Palumbo Wealth Management held its Valero Energy (VLO) position steady in Q2 2026 at 3,522 shares worth $917K. The position accounts for 0.19% of the portfolio, ranked #84.

Palumbo Wealth Management first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Palumbo Wealth Management held 3,522 shares of Valero Energy worth $917K as of Q2 2026.
  • Palumbo Wealth Management left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.19% of Palumbo Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Palumbo Wealth Management first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.