Secure Asset Management’s Valero Energy VLO Stock Holding History

Secure Asset 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	$282K	Sell	1,083 -62	-5%	-$15.3K	0.04%	271
2026 Q1	$283K	Buy	+1,145	New	+$236K	0.04%	255
2020 Q1	–	Sell	-2,251	Closed	-$211K	–	156
2019 Q4	$211K	Buy	+2,251	New	+$213K	0.15%	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

Secure Asset Management's VLO Position: Q2 2026 in Review

Secure Asset Management reduced its Valero Energy (VLO) stake by 5.4% in Q2 2026, selling an estimated $15.3K and leaving 1,083 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #271.

Secure Asset Management first reported a position in VLO in Q4 2019 and has held it in 3 quarters since. The position peaked at $283K in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Secure Asset Management held 1,083 shares of Valero Energy worth $282K as of Q2 2026.
Secure Asset Management sold 62 Valero Energy shares in Q2 2026, an estimated $15.3K.
Valero Energy made up 0.04% of Secure Asset Management's portfolio in Q2 2026, its #271 holding.
Secure Asset Management first reported a position in Valero Energy in Q4 2019 and has held it in 3 quarters since.
Secure Asset Management's Valero Energy position peaked at $283K in Q1 2026.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.