Sax Wealth Advisors’s Valero Energy VLO Stock Holding History

Sax Wealth Advisors’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	$455K	Buy	1,841 +54	+3%	+$13.3K	0.02%	361
2026 Q1	$291K	Hold	1,787	–	–	0.01%	400
2025 Q4	$291K	Buy	+1,787	New	+$303K	0.01%	406

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sax Wealth Advisors's VLO Position: Q2 2026 in Review

Sax Wealth Advisors increased its Valero Energy (VLO) stake by 3% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,841 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #361.

Sax Wealth Advisors first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Sax Wealth Advisors held 1,841 shares of Valero Energy worth $455K as of Q2 2026.
Sax Wealth Advisors bought 54 Valero Energy shares in Q2 2026, an estimated $13.3K.
Valero Energy made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #361 holding.
Sax Wealth Advisors first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.