RWB
VLO icon

RMR Wealth Builders’s Valero Energy VLO Stock Holding History

RMR Wealth Builders’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 		$288K Sell
1,108
-105
-9% -$25.9K 0.02% 259
2026
Q1 		$300K Buy
+1,213
New +$250K 0.02% 230
2021
Q2 		– Sell
-1,000
Closed -$72K – 689
2021
Q1 		$72K Hold
1,000
– – 0.02% 315
2020
Q4 		$57K Buy
+1,000
New +$49.1K 0.03% 245

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

RMR Wealth Builders's VLO Position: Q2 2026 in Review

RMR Wealth Builders reduced its Valero Energy (VLO) stake by 8.7% in Q2 2026, selling an estimated $25.9K and leaving 1,108 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #259.

RMR Wealth Builders first reported a position in VLO in Q4 2020 and has held it in 4 quarters since. The position peaked at $300K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • RMR Wealth Builders held 1,108 shares of Valero Energy worth $288K as of Q2 2026.
  • RMR Wealth Builders sold 105 Valero Energy shares in Q2 2026, an estimated $25.9K.
  • Valero Energy made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #259 holding.
  • RMR Wealth Builders first reported a position in Valero Energy in Q4 2020 and has held it in 4 quarters since.
  • RMR Wealth Builders's Valero Energy position peaked at $300K in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.