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Petra Financial Advisors’s Valero Energy VLO Stock Holding History

Petra Financial Advisors’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 		$1.75M Buy
6,716
+207
+3% +$51K 0.81% 35
2026
Q1 		$1.61M Buy
6,509
+2,954
+83% +$609K 1% 25
2025
Q4 		$579K Sell
3,555
-87
-2% -$14.7K 0.34% 82
2025
Q3 		$620K Sell
3,642
-70
-2% -$10.4K 0.36% 80
2025
Q2 		$499K Sell
3,712
-68
-2% -$8.47K 0.32% 84
2025
Q1 		$499K Buy
3,780
+60
+2% +$7.96K 0.41% 56
2024
Q4 		$456K Sell
3,720
-10
-0.3% -$1.34K 0.31% 88
2024
Q3 		$504K Sell
3,730
-259
-6% -$37.6K 0.33% 82
2024
Q2 		$625K Sell
3,989
-48
-1% -$7.75K 0.45% 65
2024
Q1 		$682K Sell
4,037
-15
-0.4% -$2.15K 0.5% 62
2023
Q4 		$527K Sell
4,052
-1,452
-26% -$185K 0.44% 69
2023
Q3 		$780K Buy
5,504
+86
+2% +$11.3K 0.65% 47
2023
Q2 		$636K Sell
5,418
-175
-3% -$20.3K 0.57% 52
2023
Q1 		$781K Buy
5,593
+175
+3% +$23.5K 0.77% 29
2022
Q4 		$687K Buy
+5,418
New +$680K 0.76% 35

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

Petra Financial Advisors's VLO Position: Q2 2026 in Review

Petra Financial Advisors increased its Valero Energy (VLO) stake by 3.2% in Q2 2026, buying an estimated $51K and bringing the position to 6,716 shares worth $1.75M. The position accounts for 0.81% of the portfolio, ranked #35.

Petra Financial Advisors first reported a position in VLO in Q4 2022 and has held it in 15 quarters since. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Petra Financial Advisors held 6,716 shares of Valero Energy worth $1.75M as of Q2 2026.
  • Petra Financial Advisors bought 207 Valero Energy shares in Q2 2026, an estimated $51K.
  • Valero Energy made up 0.81% of Petra Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • Petra Financial Advisors first reported a position in Valero Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.