Scissortail Wealth Management’s Valero Energy VLO Stock Holding History

Scissortail Wealth Management’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	$577K	Hold	2,216	–	–	0.11%	76
2026 Q1	$548K	Hold	2,216	–	–	0.11%	80
2025 Q4	$361K	Hold	2,216	–	–	0.08%	87
2025 Q3	$377K	Hold	2,216	–	–	0.08%	85
2025 Q2	$298K	Hold	2,216	–	–	0.07%	92
2025 Q1	$293K	Hold	2,216	–	–	0.08%	90
2024 Q4	$272K	Buy	2,216 +2,209	+31,557%	+$296K	0.07%	104
2024 Q3	$299K	Sell	7 -2,209	-100%	-$321K	0.07%	98
2024 Q2	$347K	Hold	2,216	–	–	0.09%	92
2024 Q1	$378K	Sell	2,216 -20,153	-90%	-$2.89M	0.1%	90
2023 Q4	$3.1M	Buy	22,369 +20,200	+931%	+$2.57M	0.98%	29
2023 Q3	$285K	Hold	2,169	–	–	0.22%	41
2023 Q2	$256K	Hold	2,169	–	–	0.21%	37
2023 Q1	$303K	Sell	2,169 -20,614	-90%	-$2.77M	0.27%	41
2022 Q4	$3.21M	Buy	22,783 +20,614	+950%	+$2.59M	1.86%	16
2022 Q3	$273K	Hold	2,169	–	–	0.14%	74
2022 Q2	$163K	Hold	2,169	–	–	0.06%	97
2022 Q1	$257K	Hold	2,169	–	–	0.13%	74
2021 Q4	$163K	Buy	+2,169	New	+$162K	0.06%	97

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

Scissortail Wealth Management's VLO Position: Q2 2026 in Review

Scissortail Wealth Management held its Valero Energy (VLO) position steady in Q2 2026 at 2,216 shares worth $577K. The position accounts for 0.11% of the portfolio, ranked #76.

Scissortail Wealth Management first reported a position in VLO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.21M in Q4 2022. 1,983 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Scissortail Wealth Management held 2,216 shares of Valero Energy worth $577K as of Q2 2026.
Scissortail Wealth Management left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.11% of Scissortail Wealth Management's portfolio in Q2 2026, its #76 holding.
Scissortail Wealth Management first reported a position in Valero Energy in Q4 2021 and has held it in 19 quarters since.
Scissortail Wealth Management's Valero Energy position peaked at $3.21M in Q4 2022.
1,983 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.