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Retirement Wealth Solutions’s Valero Energy VLO Stock Holding History

Retirement Wealth Solutions’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 		$7.03K Buy
27
+2
+8% +$492 ﹤0.01% 283
2026
Q1 		$6.18K Buy
25
+18
+257% +$3.71K ﹤0.01% 282
2025
Q4 		$1.14K Buy
7
+1
+17% +$169 ﹤0.01% 553
2025
Q3 		$1.02K Buy
+6
New +$895 ﹤0.01% 557

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

Retirement Wealth Solutions's VLO Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Valero Energy (VLO) stake by 8% in Q2 2026, buying an estimated $492 and bringing the position to 27 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Retirement Wealth Solutions first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Retirement Wealth Solutions held 27 shares of Valero Energy worth $7.03K as of Q2 2026.
  • Retirement Wealth Solutions bought 2 Valero Energy shares in Q2 2026, an estimated $492.
  • Valero Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #283 holding.
  • Retirement Wealth Solutions first reported a position in Valero Energy in Q3 2025 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 Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.