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RVW Wealth’s Valero Energy VLO Stock Holding History

RVW Wealth’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 		$224K Hold
862
– – 0.01% 171
2026
Q1 		$213K Buy
+862
New +$178K 0.02% 170
2023
Q4 		– Sell
-441
Closed -$62.5K – 356
2023
Q3 		$62.5K Buy
+441
New +$57.8K 0.01% 209

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

RVW Wealth's VLO Position: Q2 2026 in Review

RVW Wealth held its Valero Energy (VLO) position steady in Q2 2026 at 862 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #171.

RVW Wealth first reported a position in VLO in Q3 2023 and has held it in 3 quarters since. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • RVW Wealth held 862 shares of Valero Energy worth $224K as of Q2 2026.
  • RVW Wealth left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.01% of RVW Wealth's portfolio in Q2 2026, its #171 holding.
  • RVW Wealth first reported a position in Valero Energy in Q3 2023 and has held it in 3 quarters since.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.