RIA
VLO icon

Realta Investment Advisors’s Valero Energy VLO Stock Holding History

Realta Investment 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 		$718K Sell
2,756
-1,221
-31% -$301K 0.22% 102
2026
Q1 		$983K Sell
3,977
-8
-0.2% -$1.65K 0.34% 80
2025
Q4 		$649K Buy
3,985
+37
+0.9% +$6.27K 0.21% 103
2025
Q3 		$672K Buy
3,948
+42
+1% +$6.26K 0.22% 90
2025
Q2 		$525K Sell
3,906
-6
-0.2% -$748 0.21% 105
2025
Q1 		$517K Buy
3,912
+7
+0.2% +$929 0.24% 103
2024
Q4 		$485K Sell
3,905
-296
-7% -$39.6K 0.2% 109
2024
Q3 		$593K Sell
4,201
-3,193
-43% -$464K 0.27% 93
2024
Q2 		$1.16M Sell
7,394
-301
-4% -$48.6K 0.23% 106
2024
Q1 		$1.31M Sell
7,695
-2,341
-23% -$335K 0.27% 89
2023
Q4 		$1.3M Buy
10,036
+4,209
+72% +$536K 0.29% 78
2023
Q3 		$684K Sell
5,827
-255
-4% -$33.4K 0.16% 153
2023
Q2 		$713K Buy
6,082
+1,687
+38% +$196K 0.16% 153
2023
Q1 		$614K Sell
4,395
-233
-5% -$31.3K 0.15% 169
2022
Q4 		$587K Buy
4,628
+2,706
+141% +$340K 0.14% 172
2022
Q3 		$205K Sell
1,922
-233
-11% -$25.6K 0.05% 357
2022
Q2 		$233K Buy
2,155
+179
+9% +$21.2K 0.06% 319
2022
Q1 		$201K Sell
1,976
-7,645
-79% -$663K 0.04% 399
2021
Q4 		$723K Buy
9,621
+895
+10% +$66.7K 0.16% 157
2021
Q3 		$616K Buy
8,726
+18
+0.2% +$1.2K 0.15% 175
2021
Q2 		$680K Sell
8,708
-132
-1% -$10.2K 0.16% 157
2021
Q1 		$633K Buy
8,840
+601
+7% +$40.8K 0.17% 158
2020
Q4 		$466K Buy
8,239
+3,032
+58% +$149K 0.13% 178
2020
Q3 		$226K Buy
5,207
+469
+10% +$24.6K 0.08% 270
2020
Q2 		$279K Sell
4,738
-424
-8% -$25.3K 0.09% 259
2020
Q1 		$234K Buy
5,162
+567
+12% +$41.2K 0.1% 236
2019
Q4 		$441K Buy
4,595
+64
+1% +$6.05K 0.12% 202
2019
Q3 		$392K Buy
4,531
+461
+11% +$37.3K 0.11% 215
2019
Q2 		$350K Buy
4,070
+1,713
+73% +$141K 0.1% 227
2019
Q1 		$197K Buy
+2,357
New +$195K 0.09% 265

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

Realta Investment Advisors's VLO Position: Q2 2026 in Review

Realta Investment Advisors reduced its Valero Energy (VLO) stake by 31% in Q2 2026, selling an estimated $301K and leaving 2,756 shares worth $718K. The position accounts for 0.22% of the portfolio, ranked #102.

Realta Investment Advisors first reported a position in VLO in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.31M in Q1 2024. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Realta Investment Advisors held 2,756 shares of Valero Energy worth $718K as of Q2 2026.
  • Realta Investment Advisors sold 1,221 Valero Energy shares in Q2 2026, an estimated $301K.
  • Valero Energy made up 0.22% of Realta Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • Realta Investment Advisors first reported a position in Valero Energy in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's Valero Energy position peaked at $1.31M in Q1 2024.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.