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Sagespring Wealth Partners’s Valero Energy VLO Stock Holding History

Sagespring 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 		$1.32M Buy
5,068
+218
+4% +$53.7K 0.02% 294
2026
Q1 		$1.2M Sell
4,850
-425
-8% -$87.6K 0.02% 281
2025
Q4 		$859K Buy
5,275
+280
+6% +$47.4K 0.02% 333
2025
Q3 		$850K Buy
4,995
+755
+18% +$113K 0.02% 332
2025
Q2 		$570K Buy
4,240
+1,696
+67% +$211K 0.01% 401
2025
Q1 		$336K Buy
2,544
+756
+42% +$100K 0.01% 477
2024
Q4 		$219K Buy
+1,788
New +$239K 0.01% 569

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

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

Sagespring Wealth Partners increased its Valero Energy (VLO) stake by 4.5% in Q2 2026, buying an estimated $53.7K and bringing the position to 5,068 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #294.

Sagespring Wealth Partners first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Sagespring Wealth Partners held 5,068 shares of Valero Energy worth $1.32M as of Q2 2026.
  • Sagespring Wealth Partners bought 218 Valero Energy shares in Q2 2026, an estimated $53.7K.
  • Valero Energy made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #294 holding.
  • Sagespring Wealth Partners first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.