Portus Wealth Advisors’s Valero Energy VLO Stock Holding History

Portus 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	–	Sell	-6	Closed	-$1.48K	–	514
2026 Q1	$1.48K	Buy	+6	New	+$1.24K	﹤0.01%	323

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

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

Portus Wealth Advisors sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 6 shares — an estimated $1.48K sold.

Portus Wealth Advisors first reported a position in VLO in Q1 2026 and held it in 1 quarter. The position peaked at $1.48K in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Portus Wealth Advisors reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 6 Valero Energy shares in Q2 2026, an estimated $1.48K.
Portus Wealth Advisors first reported a position in Valero Energy in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Valero Energy position peaked at $1.48K in Q1 2026.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.