PWA
VLO icon

Phoenix Wealth Advisors’s Valero Energy VLO Stock Holding History

Phoenix Wealth 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 		$707K Sell
2,713
-35
-1% -$8.62K 0.24% 68
2026
Q1 		$679K Sell
2,748
-109
-4% -$22.5K 0.27% 68
2025
Q4 		$465K Sell
2,857
-77
-3% -$13K 0.18% 85
2025
Q3 		$500K Sell
2,934
-70
-2% -$10.4K 0.19% 81
2025
Q2 		$404K Sell
3,004
-81
-3% -$10.1K 0.17% 90
2025
Q1 		$407K Sell
3,085
-115
-4% -$15.3K 0.18% 86
2024
Q4 		$392K Sell
3,200
-18
-0.6% -$2.41K 0.17% 85
2024
Q3 		$435K Sell
3,218
-350
-10% -$50.8K 0.2% 79
2024
Q2 		$559K Buy
3,568
+401
+13% +$64.7K 0.28% 68
2024
Q1 		$541K Sell
3,167
-28
-0.9% -$4.01K 0.33% 62
2023
Q4 		$417K Buy
3,195
+23
+0.7% +$2.93K 0.29% 63
2023
Q3 		$450K Sell
3,172
-133
-4% -$17.4K 0.26% 50
2023
Q2 		$388K Sell
3,305
-17
-0.5% -$1.98K 0.23% 60
2023
Q1 		$464K Buy
3,322
+111
+3% +$14.9K 0.29% 50
2022
Q4 		$407K Buy
3,211
+100
+3% +$12.6K 0.25% 52
2022
Q3 		$332K Sell
3,111
-12
-0.4% -$1.32K 0.33% 69
2022
Q2 		$332K Buy
3,123
+171
+6% +$20.2K 0.33% 72
2022
Q1 		$305K Buy
2,952
+227
+8% +$19.7K 0.32% 69
2021
Q4 		$205K Sell
2,725
-560
-17% -$41.7K 0.15% 117
2021
Q3 		$232K Sell
3,285
-3
-0.1% -$200 0.17% 104
2021
Q2 		$246K Buy
3,288
+277
+9% +$21.5K 0.18% 102
2021
Q1 		$227K Buy
3,011
+551
+22% +$37.4K 0.18% 104
2020
Q4 		$139K Buy
+2,460
New +$121K 0.11% 129

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 Wealth Advisors's VLO Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Valero Energy (VLO) stake by 1.3% in Q2 2026, selling an estimated $8.62K and leaving 2,713 shares worth $707K. The position accounts for 0.24% of the portfolio, ranked #68.

Phoenix Wealth Advisors first reported a position in VLO in Q4 2020 and has held it in 23 quarters since. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Phoenix Wealth Advisors held 2,713 shares of Valero Energy worth $707K as of Q2 2026.
  • Phoenix Wealth Advisors sold 35 Valero Energy shares in Q2 2026, an estimated $8.62K.
  • Valero Energy made up 0.24% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Phoenix Wealth Advisors first reported a position in Valero Energy in Q4 2020 and has held it in 23 quarters since.
  • 1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.