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Parcion Private Wealth’s Valero Energy VLO Stock Holding History

Parcion Private Wealth’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 		$754K Buy
2,896
+616
+27% +$152K 0.04% 204
2026
Q1 		$563K Sell
2,280
-24
-1% -$4.95K 0.03% 212
2025
Q4 		$375K Buy
2,304
+21
+0.9% +$3.56K 0.02% 284
2025
Q3 		$389K Buy
2,283
+102
+5% +$15.2K 0.02% 232
2025
Q2 		$293K Sell
2,181
-433
-17% -$54K 0.02% 235
2025
Q1 		$345K Buy
2,614
+915
+54% +$121K 0.03% 202
2024
Q4 		$208K Buy
+1,699
New +$227K 0.02% 234

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

Parcion Private Wealth's VLO Position: Q2 2026 in Review

Parcion Private Wealth increased its Valero Energy (VLO) stake by 27% in Q2 2026, buying an estimated $152K and bringing the position to 2,896 shares worth $754K. The position accounts for 0.04% of the portfolio, ranked #204.

Parcion Private Wealth first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Parcion Private Wealth held 2,896 shares of Valero Energy worth $754K as of Q2 2026.
  • Parcion Private Wealth bought 616 Valero Energy shares in Q2 2026, an estimated $152K.
  • Valero Energy made up 0.04% of Parcion Private Wealth's portfolio in Q2 2026, its #204 holding.
  • Parcion Private Wealth first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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