Redwood Wealth Management Group’s Valero Energy VLO Stock Holding History

Redwood Wealth Management Group’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	–	Sell	-1,472	Closed	-$364K	–	119
2026 Q1	$364K	Buy	1,472 +1	+0.1%	+$206	0.16%	113
2025 Q4	$239K	Sell	1,471 -23	-2%	-$3.9K	0.1%	161
2025 Q3	$254K	Sell	1,494 -83	-5%	-$12.4K	0.11%	153
2025 Q2	$212K	Sell	1,577 -8	-0.5%	-$997	0.1%	170
2025 Q1	$209K	Buy	+1,585	New	+$210K	0.11%	152
2024 Q4	–	Sell	-3,900	Closed	-$527K	–	169
2024 Q3	$527K	Sell	3,900 -163	-4%	-$23.7K	0.26%	83
2024 Q2	$637K	Buy	4,063 +52	+1%	+$8.39K	0.48%	44
2024 Q1	$685K	Sell	4,011 -132	-3%	-$18.9K	0.73%	36
2023 Q4	$539K	Sell	4,143 -46	-1%	-$5.85K	0.6%	46
2023 Q3	$594K	Sell	4,189 -177	-4%	-$23.2K	0.69%	41
2023 Q2	$512K	Buy	4,366 +168	+4%	+$19.5K	0.57%	51
2023 Q1	$586K	Buy	4,198 +107	+3%	+$14.4K	0.66%	43
2022 Q4	$519K	Buy	+4,091	New	+$514K	0.65%	44

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Redwood Wealth Management Group's VLO Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 1,472 shares — an estimated $364K sold.

Redwood Wealth Management Group first reported a position in VLO in Q4 2022 and held it in 13 quarters. The position peaked at $685K in Q1 2024. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Redwood Wealth Management Group reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 1,472 Valero Energy shares in Q2 2026, an estimated $364K.
Redwood Wealth Management Group first reported a position in Valero Energy in Q4 2022 and held it in 13 quarters.
Redwood Wealth Management Group's Valero Energy position peaked at $685K in Q1 2024.
1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.