Peak Financial Management’s Valero Energy VLO Stock Holding History

Peak Financial 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	$208K	Buy	+800	New	+$197K	0.05%	110

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

Peak Financial Management's VLO Position: Q2 2026 in Review

Peak Financial Management opened a new position in Valero Energy (VLO) in Q2 2026: 800 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #110 among its holdings.

1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Peak Financial Management held 800 shares of Valero Energy worth $208K as of Q2 2026.
Valero Energy was a new Peak Financial Management position in Q2 2026.
Valero Energy made up 0.05% of Peak Financial Management's portfolio in Q2 2026, its #110 holding.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.