Physician Wealth Advisors’s Valero Energy VLO Stock Holding History

Physician 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	$37.2K	Buy	143 +23	+19%	+$5.66K	﹤0.01%	501
2026 Q1	$29.6K	Sell	120 -106	-47%	-$21.9K	﹤0.01%	521
2025 Q4	$36.8K	Buy	226 +15	+7%	+$2.54K	0.01%	444
2025 Q3	$35.9K	Buy	211 +125	+145%	+$18.6K	0.01%	441
2025 Q2	$11.6K	Buy	86 +11	+15%	+$1.37K	﹤0.01%	622
2025 Q1	$9.91K	Buy	75 +15	+25%	+$1.99K	﹤0.01%	612
2024 Q4	$7.36K	Buy	+60	New	+$8.03K	﹤0.01%	680

Other funds holding VLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Physician Wealth Advisors's VLO Position: Q2 2026 in Review

Physician Wealth Advisors increased its Valero Energy (VLO) stake by 19% in Q2 2026, buying an estimated $5.66K and bringing the position to 143 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Physician Wealth Advisors first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Physician Wealth Advisors held 143 shares of Valero Energy worth $37.2K as of Q2 2026.
Physician Wealth Advisors bought 23 Valero Energy shares in Q2 2026, an estimated $5.66K.
Valero Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #501 holding.
Physician Wealth Advisors first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
463 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.