Ponta Wealth Partners’s Valero Energy VLO Stock Holding History

Ponta Wealth Partners’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	$288K	Buy	1,107 +68	+7%	+$16.7K	0.15%	144
2026 Q1	$257K	Buy	+1,039	New	+$214K	0.21%	107

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ponta Wealth Partners's VLO Position: Q2 2026 in Review

Ponta Wealth Partners increased its Valero Energy (VLO) stake by 6.5% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,107 shares worth $288K. The position accounts for 0.15% of the portfolio, ranked #144.

Ponta Wealth Partners first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Ponta Wealth Partners held 1,107 shares of Valero Energy worth $288K as of Q2 2026.
Ponta Wealth Partners bought 68 Valero Energy shares in Q2 2026, an estimated $16.7K.
Valero Energy made up 0.15% of Ponta Wealth Partners's portfolio in Q2 2026, its #144 holding.
Ponta Wealth Partners first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Ponta Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.