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Parisi Gray Wealth Management’s Valero Energy VLO Stock Holding History

Parisi Gray 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 		$531K Buy
2,040
+10
+0.5% +$2.46K 0.11% 95
2026
Q1 		$502K Sell
2,030
-7
-0.3% -$1.44K 0.12% 92
2025
Q4 		$332K Sell
2,037
-16
-0.8% -$2.71K 0.08% 103
2025
Q3 		$349K Sell
2,053
-82
-4% -$12.2K 0.09% 97
2025
Q2 		$287K Sell
2,135
-48
-2% -$5.98K 0.08% 100
2025
Q1 		$288K Sell
2,183
-52
-2% -$6.9K 0.09% 91
2024
Q4 		$274K Buy
2,235
+18
+0.8% +$2.41K 0.09% 92
2024
Q3 		$299K Buy
2,217
+15
+0.7% +$2.18K 0.1% 92
2024
Q2 		$345K Sell
2,202
-583
-21% -$94.1K 0.12% 85
2024
Q1 		$475K Buy
2,785
+17
+0.6% +$2.44K 0.18% 73
2023
Q4 		$360K Buy
2,768
+8
+0.3% +$1.02K 0.15% 81
2023
Q3 		$391K Buy
2,760
+368
+15% +$48.2K 0.18% 72
2023
Q2 		$334K Hold
2,392
– – 0.15% 79
2023
Q1 		$334K Sell
2,392
-52
-2% -$6.99K 0.21% 66
2022
Q4 		$310K Buy
2,444
+10
+0.4% +$1.25K 0.15% 79
2022
Q3 		$260K Buy
2,434
+10
+0.4% +$1.1K 0.2% 69
2022
Q2 		$258K Buy
2,424
+9
+0.4% +$1.06K 0.13% 86
2022
Q1 		$245K Buy
+2,415
New +$209K 0.1% 103
2021
Q3 		– Sell
-2,425
Closed -$189K – 541
2021
Q2 		$189K Buy
+2,425
New +$188K 0.07% 127
2020
Q3 		– Sell
-9,860
Closed -$580K – 123
2020
Q2 		$580K Hold
9,860
– – 0.33% 58
2020
Q1 		$447K Sell
9,860
-37
-0.4% -$2.69K 0.32% 62
2019
Q4 		$927K Hold
9,897
– – 0.52% 48
2019
Q3 		$844K Hold
9,897
– – 0.56% 46
2019
Q2 		$847K Hold
9,897
– – 0.58% 44
2019
Q1 		$840K Hold
9,897
– – 0.54% 44
2018
Q4 		$727K Sell
9,897
-95
-1% -$8.35K 0.49% 47
2018
Q3 		$1.15M Hold
9,992
– – 0.71% 33
2018
Q2 		$1.08M Hold
9,992
– – 0.72% 33
2018
Q1 		$926K Hold
9,992
– – 0.71% 35
2017
Q4 		$927K Buy
+9,992
New +$824K 0.69% 37

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Parisi Gray Wealth Management's VLO Position: Q2 2026 in Review

Parisi Gray Wealth Management increased its Valero Energy (VLO) stake by 0.49% in Q2 2026, buying an estimated $2.46K and bringing the position to 2,040 shares worth $531K. The position accounts for 0.11% of the portfolio, ranked #95.

Parisi Gray Wealth Management first reported a position in VLO in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.15M in Q3 2018. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Parisi Gray Wealth Management held 2,040 shares of Valero Energy worth $531K as of Q2 2026.
  • Parisi Gray Wealth Management bought 10 Valero Energy shares in Q2 2026, an estimated $2.46K.
  • Valero Energy made up 0.11% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Parisi Gray Wealth Management first reported a position in Valero Energy in Q4 2017 and has held it in 30 quarters since.
  • Parisi Gray Wealth Management's Valero Energy position peaked at $1.15M in Q3 2018.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.