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Secured Retirement Advisors’s Valero Energy VLO Stock Holding History

Secured Retirement 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 		– Sell
-1,431
Closed -$354K – 154
2026
Q1 		$354K Sell
1,431
-298
-17% -$61.4K 0.2% 116
2025
Q4 		$282K Buy
1,729
+148
+9% +$25.1K 0.16% 111
2025
Q3 		$269K Buy
+1,581
New +$236K 0.15% 112

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Secured Retirement Advisors's VLO Position: Q2 2026 in Review

Secured Retirement Advisors sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 1,431 shares — an estimated $354K sold.

Secured Retirement Advisors first reported a position in VLO in Q3 2025 and held it in 3 quarters. The position peaked at $354K in Q1 2026. 435 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Secured Retirement Advisors reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 1,431 Valero Energy shares in Q2 2026, an estimated $354K.
  • Secured Retirement Advisors first reported a position in Valero Energy in Q3 2025 and held it in 3 quarters.
  • Secured Retirement Advisors's Valero Energy position peaked at $354K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.