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Ritholtz Wealth Management’s Valero Energy VLO Stock Holding History

Ritholtz 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 		$5.22M Buy
20,052
+7,972
+66% +$1.96M 0.08% 174
2026
Q1 		$2.98M Buy
12,080
+588
+5% +$121K 0.05% 275
2025
Q4 		$1.87M Sell
11,492
-194
-2% -$32.9K 0.03% 363
2025
Q3 		$1.99M Buy
11,686
+714
+7% +$106K 0.04% 333
2025
Q2 		$1.47M Sell
10,972
-359
-3% -$44.7K 0.03% 369
2025
Q1 		$1.5M Buy
11,331
+308
+3% +$40.9K 0.04% 310
2024
Q4 		$1.35M Sell
11,023
-1,518
-12% -$203K 0.04% 300
2024
Q3 		$1.69M Buy
12,541
+27
+0.2% +$3.92K 0.05% 262
2024
Q2 		$1.96M Buy
12,514
+190
+2% +$30.7K 0.06% 203
2024
Q1 		$2.1M Buy
12,324
+423
+4% +$60.6K 0.07% 188
2023
Q4 		$1.55M Buy
11,901
+283
+2% +$36K 0.06% 217
2023
Q3 		$1.65M Buy
11,618
+3,049
+36% +$399K 0.07% 177
2023
Q2 		$1.01M Buy
8,569
+2,763
+48% +$321K 0.05% 270
2023
Q1 		$811K Buy
+5,806
New +$780K 0.04% 312
2022
Q4 		– Sell
-2,295
Closed -$245K – 743
2022
Q3 		$245K Buy
+2,295
New +$253K 0.01% 609
2018
Q3 		– Sell
-2,077
Closed -$230K – 118
2018
Q2 		$230K Buy
+2,077
New +$233K 0.06% 105

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

Ritholtz Wealth Management's VLO Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Valero Energy (VLO) stake by 66% in Q2 2026, buying an estimated $1.96M and bringing the position to 20,052 shares worth $5.22M. The position accounts for 0.08% of the portfolio, ranked #174.

Ritholtz Wealth Management first reported a position in VLO in Q2 2018 and has held it in 16 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Ritholtz Wealth Management held 20,052 shares of Valero Energy worth $5.22M as of Q2 2026.
  • Ritholtz Wealth Management bought 7,972 Valero Energy shares in Q2 2026, an estimated $1.96M.
  • Valero Energy made up 0.08% of Ritholtz Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Ritholtz Wealth Management first reported a position in Valero Energy in Q2 2018 and has held it in 16 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.