SAG
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SageView Advisory Group’s Valero Energy VLO Stock Holding History

SageView Advisory 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 		$839K Sell
3,221
-197
-6% -$48.5K 0.03% 269
2026
Q1 		$844K Sell
3,418
-114
-3% -$23.5K 0.03% 253
2025
Q4 		$575K Sell
3,532
-95
-3% -$16.1K 0.02% 337
2025
Q3 		$618K Buy
3,627
+319
+10% +$47.6K 0.02% 342
2025
Q2 		$479K Buy
3,308
+197
+6% +$24.5K 0.02% 379
2025
Q1 		$411K Buy
3,111
+599
+24% +$79.5K 0.02% 383
2024
Q4 		$308K Buy
2,512
+928
+59% +$124K 0.01% 459
2024
Q3 		$214K Sell
1,584
-364
-19% -$52.9K 0.01% 481
2024
Q2 		$305K Buy
+1,948
New +$314K 0.01% 425

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

SageView Advisory Group's VLO Position: Q2 2026 in Review

SageView Advisory Group reduced its Valero Energy (VLO) stake by 5.8% in Q2 2026, selling an estimated $48.5K and leaving 3,221 shares worth $839K. The position accounts for 0.03% of the portfolio, ranked #269.

SageView Advisory Group first reported a position in VLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $844K in Q1 2026. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • SageView Advisory Group held 3,221 shares of Valero Energy worth $839K as of Q2 2026.
  • SageView Advisory Group sold 197 Valero Energy shares in Q2 2026, an estimated $48.5K.
  • Valero Energy made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #269 holding.
  • SageView Advisory Group first reported a position in Valero Energy in Q2 2024 and has held it in 9 quarters since.
  • SageView Advisory Group's Valero Energy position peaked at $844K in Q1 2026.
  • 1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.