Principia Wealth Advisory’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
Other funds holding VLO
Principia Wealth Advisory's VLO Position: Q2 2026 in Review
Principia Wealth Advisory increased its Valero Energy (VLO) stake by 54% in Q2 2026, buying an estimated $3.2K and bringing the position to 37 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #257.
Principia Wealth Advisory first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Principia Wealth Advisory held 37 shares of Valero Energy worth $9.64K as of Q2 2026.
- Principia Wealth Advisory bought 13 Valero Energy shares in Q2 2026, an estimated $3.2K.
- Valero Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #257 holding.
- Principia Wealth Advisory first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
- 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.