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Prestige Wealth Management Group’s Valero Energy VLO Stock Holding History

Prestige Wealth Management Group’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 		$127K Hold
489
– – 0.02% 199
2026
Q1 		$121K Hold
489
– – 0.02% 191
2025
Q4 		$79.6K Hold
489
– – 0.02% 218
2025
Q3 		$83.3K Hold
489
– – 0.02% 227
2025
Q2 		$65.7K Buy
489
+3
+0.6% +$374 0.01% 234
2025
Q1 		$64.2K Hold
486
– – 0.01% 231
2024
Q4 		$59.6K Sell
486
-3
-0.6% -$401 0.01% 241
2024
Q3 		$66K Buy
489
+3
+0.6% +$436 0.01% 229
2024
Q2 		$76.2K Sell
486
-74
-13% -$11.9K 0.02% 199
2024
Q1 		$95.6K Sell
560
-12
-2% -$1.72K 0.02% 207
2023
Q4 		$74.4K Sell
572
-2
-0.3% -$254 0.02% 211
2023
Q3 		$81.3K Buy
574
+4
+0.7% +$524 0.02% 201
2023
Q2 		$66.9K Sell
570
-51
-8% -$5.93K 0.02% 242
2023
Q1 		$86.7K Hold
621
– – 0.02% 200
2022
Q4 		$78.8K Buy
621
+65
+12% +$8.16K 0.02% 214
2022
Q3 		$59K Hold
556
– – 0.02% 216
2022
Q2 		$59K Hold
556
– – 0.02% 222
2022
Q1 		$56K Sell
556
-3,145
-85% -$273K 0.01% 236
2021
Q4 		$278K Sell
3,701
-438
-11% -$32.6K 0.07% 116
2021
Q3 		$292K Buy
4,139
+860
+26% +$57.2K 0.07% 107
2021
Q2 		$256K Buy
3,279
+129
+4% +$9.99K 0.07% 109
2021
Q1 		$225K Buy
3,150
+2,632
+508% +$179K 0.06% 114
2020
Q4 		$29K Sell
518
-88
-15% -$4.32K 0.01% 307
2020
Q3 		$26K Hold
606
– – 0.01% 319
2020
Q2 		$36K Hold
606
– – 0.01% 265
2020
Q1 		$27K Sell
606
-540
-47% -$39.2K 0.01% 243
2019
Q4 		$107K Sell
1,146
-347
-23% -$32.8K 0.06% 159
2019
Q3 		$127K Hold
1,493
– – 0.07% 135
2019
Q2 		$128K Sell
1,493
-11
-0.7% -$908 0.08% 132
2019
Q1 		$128K Sell
1,504
-293
-16% -$24.2K 0.08% 132
2018
Q4 		$135K Buy
+1,797
New +$158K 0.1% 128

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

Prestige Wealth Management Group's VLO Position: Q2 2026 in Review

Prestige Wealth Management Group held its Valero Energy (VLO) position steady in Q2 2026 at 489 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #199.

Prestige Wealth Management Group first reported a position in VLO in Q4 2018 and has held it in 31 quarters since. The position peaked at $292K in Q3 2021. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Prestige Wealth Management Group held 489 shares of Valero Energy worth $127K as of Q2 2026.
  • Prestige Wealth Management Group left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.02% of Prestige Wealth Management Group's portfolio in Q2 2026, its #199 holding.
  • Prestige Wealth Management Group first reported a position in Valero Energy in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Valero Energy position peaked at $292K in Q3 2021.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.