RMG Wealth Management’s Valero Energy VLO Stock Holding History

RMG 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	$5.28K	Hold	16	–	–	﹤0.01%	348
2026 Q1	$3.97K	Hold	16	–	–	﹤0.01%	408
2025 Q4	$3K	Buy	+16	New	+$2.71K	﹤0.01%	333

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

RMG Wealth Management held its Valero Energy (VLO) position steady in Q2 2026 at 16 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

RMG Wealth Management first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

RMG Wealth Management held 16 shares of Valero Energy worth $5.28K as of Q2 2026.
RMG Wealth Management left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #348 holding.
RMG Wealth Management first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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