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Savvy Advisors Inc’s Valero Energy VLO Stock Holding History

Savvy Advisors Inc’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 		$1.9M Buy
7,284
+387
+6% +$95.3K 0.04% 343
2026
Q1 		$1.7M Buy
6,897
+1,070
+18% +$221K 0.05% 301
2025
Q4 		$949K Buy
5,827
+899
+18% +$152K 0.03% 373
2025
Q3 		$839K Buy
4,928
+856
+21% +$128K 0.04% 303
2025
Q2 		$547K Buy
4,072
+1,209
+42% +$151K 0.04% 335
2025
Q1 		$378K Buy
2,863
+107
+4% +$14.2K 0.04% 340
2024
Q4 		$338K Buy
+2,756
New +$369K 0.04% 318

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's VLO Position: Q2 2026 in Review

Savvy Advisors Inc increased its Valero Energy (VLO) stake by 5.6% in Q2 2026, buying an estimated $95.3K and bringing the position to 7,284 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #343.

Savvy Advisors Inc first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Savvy Advisors Inc held 7,284 shares of Valero Energy worth $1.9M as of Q2 2026.
  • Savvy Advisors Inc bought 387 Valero Energy shares in Q2 2026, an estimated $95.3K.
  • Valero Energy made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #343 holding.
  • Savvy Advisors Inc first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.