QFW
VLO icon

QTR Family Wealth’s Valero Energy VLO Stock Holding History

QTR Family 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 		$729K Buy
2,800
+454
+19% +$112K 0.25% 86
2026
Q1 		$553K Buy
2,346
+1
+0% +$206 0.23% 107
2025
Q4 		$468K Sell
2,345
-4
-0.2% -$678 0.21% 114
2025
Q3 		$400K Buy
2,349
+16
+0.7% +$2.39K 0.19% 117
2025
Q2 		$314K Buy
2,333
+325
+16% +$40.5K 0.19% 115
2025
Q1 		$265K Buy
+2,008
New +$266K 0.2% 125

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 $3.38T AUM 44.17% 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

QTR Family Wealth's VLO Position: Q2 2026 in Review

QTR Family Wealth increased its Valero Energy (VLO) stake by 19% in Q2 2026, buying an estimated $112K and bringing the position to 2,800 shares worth $729K. The position accounts for 0.25% of the portfolio, ranked #86.

QTR Family Wealth first reported a position in VLO in Q1 2025 and has held it in 6 quarters since. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • QTR Family Wealth held 2,800 shares of Valero Energy worth $729K as of Q2 2026.
  • QTR Family Wealth bought 454 Valero Energy shares in Q2 2026, an estimated $112K.
  • Valero Energy made up 0.25% of QTR Family Wealth's portfolio in Q2 2026, its #86 holding.
  • QTR Family Wealth first reported a position in Valero Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.