Potentia Wealth’s Valero Energy VLO Stock Holding History

Potentia Wealth’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	-860	Closed	-$213K	–	93
2026 Q1	$213K	Sell	860 -587	-41%	-$121K	0.08%	87
2025 Q4	$236K	Hold	1,447	–	–	0.09%	88
2025 Q3	$246K	Sell	1,447 -269	-16%	-$40.1K	0.09%	87
2025 Q2	$231K	Sell	1,716 -512	-23%	-$63.8K	0.13%	65
2025 Q1	$294K	Sell	2,228 -717	-24%	-$95.1K	0.14%	77
2024 Q4	$361K	Buy	+2,945	New	+$394K	0.16%	76

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 $3.38T AUM 44.17% 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

Potentia Wealth's VLO Position: Q2 2026 in Review

Potentia Wealth sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 860 shares — an estimated $213K sold.

Potentia Wealth first reported a position in VLO in Q4 2024 and held it in 6 quarters. The position peaked at $361K in Q4 2024. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Potentia Wealth reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
Potentia Wealth sold 860 Valero Energy shares in Q2 2026, an estimated $213K.
Potentia Wealth first reported a position in Valero Energy in Q4 2024 and held it in 6 quarters.
Potentia Wealth's Valero Energy position peaked at $361K in Q4 2024.
1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.