RFG Advisory’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$246K Buy
946
+135
+17% +$33.2K ﹤0.01% 1004
2026
Q1
$200K Buy
+811
New +$167K ﹤0.01% 1010
2024
Q3
Sell
-6,738
Closed -$1.06M 778
2024
Q2
$1.06M Buy
6,738
+2,205
+49% +$356K 0.03% 333
2024
Q1
$774K Buy
4,533
+2,256
+99% +$323K 0.03% 396
2023
Q4
$296K Buy
2,277
+209
+10% +$26.6K 0.01% 554
2023
Q3
$293K Buy
+2,068
New +$271K 0.01% 517

Other funds holding VLO

RFG Advisory's VLO Position: Q2 2026 in Review

RFG Advisory increased its Valero Energy (VLO) stake by 17% in Q2 2026, buying an estimated $33.2K and bringing the position to 946 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

RFG Advisory first reported a position in VLO in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.06M in Q2 2024. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • RFG Advisory held 946 shares of Valero Energy worth $246K as of Q2 2026.
  • RFG Advisory bought 135 Valero Energy shares in Q2 2026, an estimated $33.2K.
  • Valero Energy made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1004 holding.
  • RFG Advisory first reported a position in Valero Energy in Q3 2023 and has held it in 6 quarters since.
  • RFG Advisory's Valero Energy position peaked at $1.06M in Q2 2024.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.