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Red Door Wealth Management’s Valero Energy VLO Stock Holding History

Red Door Wealth Management’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 		$920K Buy
3,531
+172
+5% +$42.3K 0.08% 123
2026
Q1 		$830K Buy
3,359
+4
+0.1% +$825 0.09% 126
2025
Q4 		$546K Sell
3,355
-246
-7% -$41.7K 0.06% 153
2025
Q3 		$613K Sell
3,601
-2
-0.1% -$298 0.07% 142
2025
Q2 		$484K Sell
3,603
-237
-6% -$29.5K 0.06% 161
2025
Q1 		$507K Hold
3,840
– – 0.08% 135
2024
Q4 		$471K Buy
3,840
+646
+20% +$86.4K 0.07% 141
2024
Q3 		$431K Hold
3,194
– – 0.07% 140
2024
Q2 		$501K Buy
3,194
+113
+4% +$18.2K 0.09% 115
2024
Q1 		$526K Sell
3,081
-551
-15% -$78.9K 0.1% 110
2023
Q4 		$472K Buy
3,632
+500
+16% +$63.6K 0.1% 117
2023
Q3 		$444K Buy
3,132
+44
+1% +$5.76K 0.11% 115
2023
Q2 		$362K Sell
3,088
-31
-1% -$3.6K 0.08% 158
2023
Q1 		$435K Buy
3,119
+193
+7% +$25.9K 0.14% 96
2022
Q4 		$371K Buy
2,926
+1
+0% +$126 0.12% 105
2022
Q3 		$312K Hold
2,925
– – 0.12% 107
2022
Q2 		$310K Sell
2,925
-749
-20% -$88.7K 0.11% 110
2022
Q1 		$373K Buy
+3,674
New +$319K 0.13% 104
2021
Q3 		– Sell
-261
Closed -$20K – 593
2021
Q2 		$20K Buy
+261
New +$20.2K 0.01% 360
2020
Q3 		– Sell
-495
Closed -$29K – 421
2020
Q2 		$29K Sell
495
-70
-12% -$4.18K 0.02% 224
2020
Q1 		$25K Buy
+565
New +$41K 0.02% 213

Other funds holding VLO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Red Door Wealth Management's VLO Position: Q2 2026 in Review

Red Door Wealth Management increased its Valero Energy (VLO) stake by 5.1% in Q2 2026, buying an estimated $42.3K and bringing the position to 3,531 shares worth $920K. The position accounts for 0.08% of the portfolio, ranked #123.

Red Door Wealth Management first reported a position in VLO in Q1 2020 and has held it in 21 quarters since. 947 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Red Door Wealth Management held 3,531 shares of Valero Energy worth $920K as of Q2 2026.
  • Red Door Wealth Management bought 172 Valero Energy shares in Q2 2026, an estimated $42.3K.
  • Valero Energy made up 0.08% of Red Door Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Red Door Wealth Management first reported a position in Valero Energy in Q1 2020 and has held it in 21 quarters since.
  • 947 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.