Security National Bank’s Valero Energy VLO Stock Holding History

Security National Bank’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	$386K	Hold	1,481	–	–	0.05%	121
2026 Q1	$366K	Hold	1,481	–	–	0.05%	115
2025 Q4	$241K	Hold	1,481	–	–	0.03%	137
2025 Q3	$252K	Sell	1,481 -1,000	-40%	-$149K	0.04%	129
2025 Q2	$333K	Hold	2,481	–	–	0.06%	100
2025 Q1	$328K	Buy	2,481 +1,000	+68%	+$133K	0.06%	100
2024 Q4	$182K	Sell	1,481 -542	-27%	-$72.5K	0.03%	120
2024 Q3	$273K	Hold	2,023	–	–	0.04%	101
2024 Q2	$317K	Hold	2,023	–	–	0.05%	95
2024 Q1	$345K	Hold	2,023	–	–	0.05%	92
2023 Q4	$263K	Hold	2,023	–	–	0.06%	101
2023 Q3	$298K	Hold	2,023	–	–	0.08%	85
2023 Q2	$237K	Hold	2,023	–	–	0.06%	97
2023 Q1	$282K	Hold	2,023	–	–	0.08%	84
2022 Q4	$257K	Hold	2,023	–	–	0.07%	88
2022 Q3	$216K	Hold	2,023	–	–	0.06%	95
2022 Q2	$215K	Sell	2,023 -271	-12%	-$32.1K	0.06%	96
2022 Q1	$233K	Buy	+2,294	New	+$199K	0.05%	98
2021 Q4	–	Sell	-3,601	Closed	-$254K	–	112
2021 Q3	$254K	Buy	3,601 +136	+4%	+$9.05K	0.06%	90
2021 Q2	$271K	Buy	3,465 +115	+3%	+$8.91K	0.07%	84
2021 Q1	$240K	Buy	+3,350	New	+$228K	0.07%	85

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

Security National Bank's VLO Position: Q2 2026 in Review

Security National Bank held its Valero Energy (VLO) position steady in Q2 2026 at 1,481 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #121.

Security National Bank first reported a position in VLO in Q1 2021 and has held it in 21 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Security National Bank held 1,481 shares of Valero Energy worth $386K as of Q2 2026.
Security National Bank left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.05% of Security National Bank's portfolio in Q2 2026, its #121 holding.
Security National Bank first reported a position in Valero Energy in Q1 2021 and has held it in 21 quarters since.
1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.