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Quantum Financial Advisors’s Valero Energy VLO Stock Holding History

Quantum Financial Advisors’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 		$282K Buy
1,083
+17
+2% +$4.19K 0.03% 187
2026
Q1 		$263K Buy
+1,066
New +$220K 0.03% 185
2024
Q3 		– Sell
-1,286
Closed -$202K – 195
2024
Q2 		$202K Buy
1,286
+97
+8% +$15.7K 0.04% 165
2024
Q1 		$203K Buy
+1,189
New +$170K 0.04% 170

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

Quantum Financial Advisors's VLO Position: Q2 2026 in Review

Quantum Financial Advisors increased its Valero Energy (VLO) stake by 1.6% in Q2 2026, buying an estimated $4.19K and bringing the position to 1,083 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #187.

Quantum Financial Advisors first reported a position in VLO in Q1 2024 and has held it in 4 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Quantum Financial Advisors held 1,083 shares of Valero Energy worth $282K as of Q2 2026.
  • Quantum Financial Advisors bought 17 Valero Energy shares in Q2 2026, an estimated $4.19K.
  • Valero Energy made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #187 holding.
  • Quantum Financial Advisors first reported a position in Valero Energy in Q1 2024 and has held it in 4 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.