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Resonant Capital Advisors’s Valero Energy VLO Stock Holding History

Resonant Capital 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 		$400K Sell
1,534
-270
-15% -$66.5K 0.02% 349
2026
Q1 		$446K Buy
1,804
+396
+28% +$81.6K 0.02% 285
2025
Q4 		$229K Buy
1,408
+17
+1% +$2.88K 0.01% 399
2025
Q3 		$237K Buy
+1,391
New +$207K 0.01% 383

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Resonant Capital Advisors's VLO Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Valero Energy (VLO) stake by 15% in Q2 2026, selling an estimated $66.5K and leaving 1,534 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #349.

Resonant Capital Advisors first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $446K in Q1 2026. 1,212 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Resonant Capital Advisors held 1,534 shares of Valero Energy worth $400K as of Q2 2026.
  • Resonant Capital Advisors sold 270 Valero Energy shares in Q2 2026, an estimated $66.5K.
  • Valero Energy made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #349 holding.
  • Resonant Capital Advisors first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
  • Resonant Capital Advisors's Valero Energy position peaked at $446K in Q1 2026.
  • 1,212 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.