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RWA Wealth Partners’s Valero Energy VLO Stock Holding History

RWA Wealth Partners’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 		$640K Sell
2,456
-37
-1% -$9.11K 0.01% 433
2026
Q1 		$616K Sell
2,493
-106
-4% -$21.9K 0.01% 417
2025
Q4 		$423K Buy
2,599
+524
+25% +$88.8K ﹤0.01% 470
2025
Q3 		$353K Buy
2,075
+47
+2% +$7.01K ﹤0.01% 498
2025
Q2 		$273K Hold
2,028
– – ﹤0.01% 529
2025
Q1 		$268K Sell
2,028
-74
-4% -$9.82K ﹤0.01% 496
2024
Q4 		$258K Buy
2,102
+179
+9% +$23.9K ﹤0.01% 504
2024
Q3 		$260K Buy
1,923
+2
+0.1% +$290 ﹤0.01% 500
2024
Q2 		$301K Hold
1,921
– – ﹤0.01% 462
2024
Q1 		$328K Sell
1,921
-113
-6% -$16.2K ﹤0.01% 439
2023
Q4 		$264K Buy
+2,034
New +$259K ﹤0.01% 457
2020
Q1 		– Sell
-2,475
Closed -$232K – 241
2019
Q4 		$232K Buy
2,475
+1
+0% +$95 0.02% 223
2019
Q3 		$211K Buy
2,474
+1
+0% +$81 0.02% 220
2019
Q2 		$212K Buy
2,473
+1
+0% +$83 0.02% 218
2019
Q1 		$210K Sell
2,472
-1,159
-32% -$95.8K 0.02% 216
2018
Q4 		$272K Buy
3,631
+32
+0.9% +$2.81K 0.04% 186
2018
Q3 		$409K Buy
3,599
+1
+0% +$114 0.05% 163
2018
Q2 		$399K Buy
3,598
+88
+3% +$9.87K 0.04% 172
2018
Q1 		$326K Sell
3,510
-36,934
-91% -$3.45M 0.04% 157
2017
Q4 		$3.72M Buy
40,444
+659
+2% +$54.4K 0.42% 62
2017
Q3 		$3.06M Buy
39,785
+3,246
+9% +$224K 0.35% 80
2017
Q2 		$2.46M Sell
36,539
-126
-0.3% -$8.17K 0.3% 80
2017
Q1 		$2.43M Buy
+36,665
New +$2.45M 0.32% 79

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

RWA Wealth Partners's VLO Position: Q2 2026 in Review

RWA Wealth Partners reduced its Valero Energy (VLO) stake by 1.5% in Q2 2026, selling an estimated $9.11K and leaving 2,456 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #433.

RWA Wealth Partners first reported a position in VLO in Q1 2017 and has held it in 23 quarters since. The position peaked at $3.72M in Q4 2017. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • RWA Wealth Partners held 2,456 shares of Valero Energy worth $640K as of Q2 2026.
  • RWA Wealth Partners sold 37 Valero Energy shares in Q2 2026, an estimated $9.11K.
  • Valero Energy made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #433 holding.
  • RWA Wealth Partners first reported a position in Valero Energy in Q1 2017 and has held it in 23 quarters since.
  • RWA Wealth Partners's Valero Energy position peaked at $3.72M in Q4 2017.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.