Root Financial Partners’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
Other funds holding VLO
Root Financial Partners's VLO Position: Q2 2026 in Review
Root Financial Partners increased its Valero Energy (VLO) stake by 33% in Q2 2026, buying an estimated $107K and bringing the position to 1,761 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #208.
Root Financial Partners first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Root Financial Partners held 1,761 shares of Valero Energy worth $459K as of Q2 2026.
- Root Financial Partners bought 436 Valero Energy shares in Q2 2026, an estimated $107K.
- Valero Energy made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #208 holding.
- Root Financial Partners first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
- 1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.