Ruggaard & Associates’s Valero Energy VLO Stock Holding History

Ruggaard & Associates’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	$964K	Sell	3,703 -310	-8%	-$76.3K	0.35%	42
2026 Q1	$992K	Hold	4,013	–	–	0.39%	39
2025 Q4	$653K	Hold	4,013	–	–	0.26%	54
2025 Q3	$683K	Sell	4,013 -1	-0%	-$149	0.26%	52
2025 Q2	$540K	Hold	4,014	–	–	0.22%	58
2025 Q1	$530K	Hold	4,014	–	–	0.23%	58
2024 Q4	$492K	Buy	4,014 +1	+0%	+$134	0.22%	62
2024 Q3	$542K	Hold	4,013	–	–	0.24%	60
2024 Q2	$629K	Hold	4,013	–	–	0.29%	50
2024 Q1	$685K	Hold	4,013	–	–	0.33%	38
2023 Q4	$522K	Hold	4,013	–	–	0.28%	54
2023 Q3	$569K	Hold	4,013	–	–	0.34%	44
2023 Q2	$471K	Hold	4,013	–	–	0.28%	58
2023 Q1	$560K	Buy	+4,013	New	+$539K	0.35%	44

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

Ruggaard & Associates's VLO Position: Q2 2026 in Review

Ruggaard & Associates reduced its Valero Energy (VLO) stake by 7.7% in Q2 2026, selling an estimated $76.3K and leaving 3,703 shares worth $964K. The position accounts for 0.35% of the portfolio, ranked #42.

Ruggaard & Associates first reported a position in VLO in Q1 2023 and has held it in 14 quarters since. The position peaked at $992K in Q1 2026. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Ruggaard & Associates held 3,703 shares of Valero Energy worth $964K as of Q2 2026.
Ruggaard & Associates sold 310 Valero Energy shares in Q2 2026, an estimated $76.3K.
Valero Energy made up 0.35% of Ruggaard & Associates's portfolio in Q2 2026, its #42 holding.
Ruggaard & Associates first reported a position in Valero Energy in Q1 2023 and has held it in 14 quarters since.
Ruggaard & Associates's Valero Energy position peaked at $992K in Q1 2026.
1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.