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RKL Wealth Management’s Valero Energy VLO Stock Holding History

RKL 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 		$252K Buy
967
+47
+5% +$11.6K 0.02% 175
2026
Q1 		$227K Buy
+920
New +$190K 0.02% 172
2025
Q4 		– Sell
-1,176
Closed -$200K – 187
2025
Q3 		$200K Buy
+1,176
New +$175K 0.02% 177
2024
Q4 		– Sell
-1,815
Closed -$245K – 178
2024
Q3 		$245K Buy
+1,815
New +$264K 0.02% 144
2024
Q2 		– Sell
-1,233
Closed -$210K – 158
2024
Q1 		$210K Buy
+1,233
New +$177K 0.02% 151
2020
Q1 		– Sell
-2,633
Closed -$247K – 122
2019
Q4 		$247K Sell
2,633
-91
-3% -$8.6K 0.04% 107
2019
Q3 		$231K Sell
2,724
-23
-0.8% -$1.86K 0.04% 116
2019
Q2 		$236K Sell
2,747
-381
-12% -$31.5K 0.04% 119
2019
Q1 		$265K Sell
3,128
-328
-9% -$27.1K 0.05% 119
2018
Q4 		$257K Sell
3,456
-397
-10% -$34.9K 0.06% 113
2018
Q3 		$439K Sell
3,853
-677
-15% -$76.9K 0.09% 104
2018
Q2 		$502K Sell
4,530
-91
-2% -$10.2K 0.11% 99
2018
Q1 		$430K Sell
4,621
-1,834
-28% -$171K 0.1% 106
2017
Q4 		$591K Sell
6,455
-2,537
-28% -$209K 0.15% 98
2017
Q3 		$693K Sell
8,992
-3,911
-30% -$269K 0.19% 91
2017
Q2 		$868K Sell
12,903
-44,554
-78% -$2.89M 0.28% 80
2017
Q1 		$6.08M Buy
57,457
+38,760
+207% +$2.59M 2.45% 13
2016
Q4 		$1.28M Sell
18,697
-784
-4% -$48.3K 0.62% 43
2016
Q3 		$1.03M Buy
19,481
+3,866
+25% +$206K 0.52% 48
2016
Q2 		$839K Buy
+15,615
New +$884K 0.44% 47

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

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

RKL Wealth Management increased its Valero Energy (VLO) stake by 5.1% in Q2 2026, buying an estimated $11.6K and bringing the position to 967 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #175.

RKL Wealth Management first reported a position in VLO in Q2 2016 and has held it in 20 quarters since. The position peaked at $6.08M in Q1 2017. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • RKL Wealth Management held 967 shares of Valero Energy worth $252K as of Q2 2026.
  • RKL Wealth Management bought 47 Valero Energy shares in Q2 2026, an estimated $11.6K.
  • Valero Energy made up 0.02% of RKL Wealth Management's portfolio in Q2 2026, its #175 holding.
  • RKL Wealth Management first reported a position in Valero Energy in Q2 2016 and has held it in 20 quarters since.
  • RKL Wealth Management's Valero Energy position peaked at $6.08M in Q1 2017.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.