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Prospera Financial Services’s Valero Energy VLO Stock Holding History

Prospera Financial Services’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 		$5.04M Buy
19,324
+2,310
+14% +$569K 0.07% 285
2026
Q1 		$4.21M Buy
17,014
+746
+5% +$154K 0.07% 299
2025
Q4 		$2.65M Buy
16,268
+53
+0.3% +$8.98K 0.04% 415
2025
Q3 		$2.76M Buy
16,215
+126
+0.8% +$18.8K 0.05% 398
2025
Q2 		$2.16M Buy
16,089
+5,056
+46% +$630K 0.04% 447
2025
Q1 		$1.46M Sell
11,033
-685
-6% -$90.9K 0.03% 461
2024
Q4 		$1.44M Buy
11,718
+368
+3% +$49.2K 0.03% 448
2024
Q3 		$1.53M Buy
11,350
+363
+3% +$52.7K 0.04% 395
2024
Q2 		$1.72M Buy
10,987
+4,638
+73% +$748K 0.05% 368
2024
Q1 		$1.08M Buy
6,349
+637
+11% +$91.3K 0.03% 472
2023
Q4 		$743K Sell
5,712
-20
-0.3% -$2.54K 0.02% 545
2023
Q3 		$813K Buy
5,732
+297
+5% +$38.9K 0.03% 470
2023
Q2 		$638K Buy
5,435
+897
+20% +$104K 0.02% 542
2023
Q1 		$635K Buy
4,538
+364
+9% +$48.9K 0.03% 540
2022
Q4 		$530K Sell
4,174
-230
-5% -$28.9K 0.03% 518
2022
Q3 		$472K Buy
4,404
+1,246
+39% +$137K 0.02% 537
2022
Q2 		$336K Sell
3,158
-280
-8% -$33.1K 0.02% 600
2022
Q1 		$350K Sell
3,438
-181
-5% -$15.7K 0.01% 703
2021
Q4 		$272K Sell
3,619
-275
-7% -$20.5K 0.01% 738
2021
Q3 		$275K Buy
3,894
+477
+14% +$31.7K 0.01% 680
2021
Q2 		$267K Buy
3,417
+37
+1% +$2.87K 0.01% 689
2021
Q1 		$242K Buy
+3,380
New +$230K 0.01% 674
2020
Q4 		– Sell
-547
Closed -$24K – 1548
2020
Q3 		$24K Buy
+547
New +$28.6K 0.01% 853
2020
Q1 		– Sell
-2,359
Closed -$221K – 623
2019
Q4 		$221K Sell
2,359
-1,879
-44% -$178K 0.02% 544
2019
Q3 		$361K Buy
4,238
+1,115
+36% +$90.1K 0.04% 390
2019
Q2 		$262K Buy
+3,123
New +$258K 0.03% 432
2018
Q4 		– Sell
-2,242
Closed -$260K – 441
2018
Q3 		$260K Sell
2,242
-431
-16% -$48.9K 0.05% 343
2018
Q2 		$289K Sell
2,673
-628
-19% -$70.4K 0.04% 354
2018
Q1 		$309K Buy
3,301
+1,123
+52% +$105K 0.04% 329
2017
Q4 		$204K Sell
2,178
-490
-18% -$40.4K 0.03% 371
2017
Q3 		$207K Buy
+2,668
New +$184K 0.03% 396

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Prospera Financial Services's VLO Position: Q2 2026 in Review

Prospera Financial Services increased its Valero Energy (VLO) stake by 14% in Q2 2026, buying an estimated $569K and bringing the position to 19,324 shares worth $5.04M. The position accounts for 0.07% of the portfolio, ranked #285.

Prospera Financial Services first reported a position in VLO in Q3 2017 and has held it in 31 quarters since. 488 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Prospera Financial Services held 19,324 shares of Valero Energy worth $5.04M as of Q2 2026.
  • Prospera Financial Services bought 2,310 Valero Energy shares in Q2 2026, an estimated $569K.
  • Valero Energy made up 0.07% of Prospera Financial Services's portfolio in Q2 2026, its #285 holding.
  • Prospera Financial Services first reported a position in Valero Energy in Q3 2017 and has held it in 31 quarters since.
  • 488 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.