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Peterson Wealth Services’s Valero Energy VLO Stock Holding History

Peterson Wealth Services’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 		$364K Sell
1,399
-16
-1% -$3.94K 0.08% 107
2026
Q1 		$350K Buy
1,415
+218
+18% +$44.9K 0.09% 104
2025
Q4 		$195K Sell
1,197
-1,496
-56% -$253K 0.05% 117
2025
Q3 		$204K Buy
2,693
+1,558
+137% +$232K 0.05% 121
2025
Q2 		$153K Sell
1,135
-443
-28% -$55.2K 0.04% 129
2025
Q1 		$208K Sell
1,578
-1
-0.1% -$133 0.06% 118
2024
Q4 		$194K Buy
1,579
+21
+1% +$2.81K 0.06% 118
2024
Q3 		$210K Buy
+1,558
New +$226K 0.07% 119

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Peterson Wealth Services's VLO Position: Q2 2026 in Review

Peterson Wealth Services reduced its Valero Energy (VLO) stake by 1.1% in Q2 2026, selling an estimated $3.94K and leaving 1,399 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #107.

Peterson Wealth Services first reported a position in VLO in Q3 2024 and has held it in 8 quarters since. 877 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Peterson Wealth Services held 1,399 shares of Valero Energy worth $364K as of Q2 2026.
  • Peterson Wealth Services sold 16 Valero Energy shares in Q2 2026, an estimated $3.94K.
  • Valero Energy made up 0.08% of Peterson Wealth Services's portfolio in Q2 2026, its #107 holding.
  • Peterson Wealth Services first reported a position in Valero Energy in Q3 2024 and has held it in 8 quarters since.
  • 877 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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