Sequoia Financial Advisors’s Valero Energy VLO Stock Holding History

Sequoia 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	$7.08M	Buy	27,186 +2,299	+9%	+$566K	0.04%	283
2026 Q1	$6.15M	Sell	24,887 -337	-1%	-$69.5K	0.03%	281
2025 Q4	$4.11M	Buy	25,224 +3,381	+15%	+$573K	0.02%	367
2025 Q3	$3.72M	Buy	21,843 +1,442	+7%	+$215K	0.02%	363
2025 Q2	$2.74M	Buy	20,401 +1,426	+8%	+$178K	0.02%	400
2025 Q1	$2.51M	Buy	18,975 +757	+4%	+$100K	0.02%	389
2024 Q4	$2.23M	Buy	18,218 +1,070	+6%	+$143K	0.02%	382
2024 Q3	$2.32M	Buy	17,148 +55	+0.3%	+$7.99K	0.02%	350
2024 Q2	$2.68M	Buy	17,093 +1,259	+8%	+$203K	0.03%	273
2024 Q1	$2.7M	Buy	15,834 +1,811	+13%	+$259K	0.03%	279
2023 Q4	$1.82M	Buy	14,023 +3,564	+34%	+$453K	0.02%	371
2023 Q3	$1.48M	Sell	10,459 -2,146	-17%	-$281K	0.03%	274
2023 Q2	$1.48M	Sell	12,605 -848	-6%	-$98.6K	0.03%	280
2023 Q1	$1.88M	Buy	13,453 +5,150	+62%	+$692K	0.04%	223
2022 Q4	$1.05M	Buy	8,303 +5,120	+161%	+$643K	0.03%	278
2022 Q3	$340K	Sell	3,183 -1,180	-27%	-$130K	0.01%	357
2022 Q2	$464K	Buy	4,363 +500	+13%	+$59.2K	0.01%	336
2022 Q1	$392K	Buy	+3,863	New	+$335K	0.01%	421
2021 Q3	–	Sell	-2,840	Closed	-$222K	–	452
2021 Q2	$222K	Sell	2,840 -4	-0.1%	-$310	0.01%	436
2021 Q1	$204K	Buy	+2,844	New	+$193K	0.01%	416
2020 Q3	–	Sell	-14,406	Closed	-$847K	–	403
2020 Q2	$847K	Buy	14,406 +1,047	+8%	+$62.5K	0.05%	168
2020 Q1	$606K	Buy	13,359 +247	+2%	+$17.9K	0.04%	171
2019 Q4	$1.23M	Sell	13,112 -384	-3%	-$36.3K	0.08%	125
2019 Q3	$1.15M	Buy	13,496 +1,018	+8%	+$82.3K	0.08%	122
2019 Q2	$1.07M	Buy	12,478 +1,340	+12%	+$111K	0.08%	125
2019 Q1	$945K	Buy	11,138 +6,161	+124%	+$509K	0.08%	122
2018 Q4	$373K	Buy	4,977 +1,189	+31%	+$104K	0.04%	171
2018 Q3	$431K	Buy	3,788 +1	+0%	+$114	0.04%	175
2018 Q2	$420K	Sell	3,787 -39	-1%	-$4.38K	0.04%	174
2018 Q1	$355K	Sell	3,826 -58,683	-94%	-$5.48M	0.04%	206
2017 Q4	$5.75M	Buy	62,509 +968	+2%	+$79.9K	0.61%	31
2017 Q3	$4.73M	Buy	61,541 +2,562	+4%	+$176K	0.56%	35
2017 Q2	$3.98M	Buy	58,979 +6,124	+12%	+$397K	0.49%	45
2017 Q1	$3.5M	Buy	52,855 +4,606	+10%	+$308K	0.45%	51
2016 Q4	$3.3M	Buy	48,249 +1,721	+4%	+$106K	0.47%	44
2016 Q3	$2.47M	Buy	46,528 +10,471	+29%	+$558K	0.46%	39
2016 Q2	$1.84M	Buy	36,057 +4,808	+15%	+$272K	0.52%	50
2016 Q1	$2M	Buy	+31,249	New	+$1.99M	0.65%	39

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

Sequoia Financial Advisors's VLO Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Valero Energy (VLO) stake by 9.2% in Q2 2026, buying an estimated $566K and bringing the position to 27,186 shares worth $7.08M. The position accounts for 0.04% of the portfolio, ranked #283.

Sequoia Financial Advisors first reported a position in VLO in Q1 2016 and has held it in 38 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Sequoia Financial Advisors held 27,186 shares of Valero Energy worth $7.08M as of Q2 2026.
Sequoia Financial Advisors bought 2,299 Valero Energy shares in Q2 2026, an estimated $566K.
Valero Energy made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #283 holding.
Sequoia Financial Advisors first reported a position in Valero Energy in Q1 2016 and has held it in 38 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.