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Phoenix Financial’s Valero Energy VLO Stock Holding History

Phoenix Financial’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
2023
Q4 		– Sell
-6,700
Closed -$949K – 389
2023
Q3 		$949K Buy
+6,700
New +$878K 0.02% 231

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

Phoenix Financial's VLO Position: Q2 2026 in Review

Phoenix Financial increased its Valero Energy (VLO) stake by 29% in Q2 2026, buying an estimated $378K and bringing the position to 6,885 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #202.

Phoenix Financial first reported a position in VLO in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.31M in Q1 2024. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Phoenix Financial held 6,885 shares of Valero Energy worth $1.79M as of Q2 2026.
  • Phoenix Financial bought 1,535 Valero Energy shares in Q2 2026, an estimated $378K.
  • Valero Energy made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #202 holding.
  • Phoenix Financial first reported a position in Valero Energy in Q3 2022 and has held it in 16 quarters since.
  • Phoenix Financial's Valero Energy position peaked at $5.31M in Q1 2024.
  • 1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.