SC&H Financial Advisors’s Valero Energy VLO Stock Holding History

SC&H Financial 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	$245K	Hold	940	–	–	0.03%	149
2026 Q1	$232K	Buy	+940	New	+$194K	0.04%	143

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

SC&H Financial Advisors's VLO Position: Q2 2026 in Review

SC&H Financial Advisors held its Valero Energy (VLO) position steady in Q2 2026 at 940 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #149.

SC&H Financial Advisors first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

SC&H Financial Advisors held 940 shares of Valero Energy worth $245K as of Q2 2026.
SC&H Financial Advisors left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.03% of SC&H Financial Advisors's portfolio in Q2 2026, its #149 holding.
SC&H Financial Advisors first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.