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S Harris Financial Group’s Valero Energy VLO Stock Holding History

S Harris Financial Group’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 		$647K Buy
2,484
+34
+1% +$8.37K 0.5% 37
2026
Q1 		$605K Sell
2,450
-223
-8% -$46K 0.55% 33
2025
Q4 		$435K Buy
+2,673
New +$453K 0.42% 40

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

S Harris Financial Group's VLO Position: Q2 2026 in Review

S Harris Financial Group increased its Valero Energy (VLO) stake by 1.4% in Q2 2026, buying an estimated $8.37K and bringing the position to 2,484 shares worth $647K. The position accounts for 0.5% of the portfolio, ranked #37.

S Harris Financial Group first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 1,964 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • S Harris Financial Group held 2,484 shares of Valero Energy worth $647K as of Q2 2026.
  • S Harris Financial Group bought 34 Valero Energy shares in Q2 2026, an estimated $8.37K.
  • Valero Energy made up 0.5% of S Harris Financial Group's portfolio in Q2 2026, its #37 holding.
  • S Harris Financial Group first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,964 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.