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SFMG Wealth Advisors’s Valero Energy VLO Stock Holding History

SFMG Wealth 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 		$468K Buy
1,796
+272
+18% +$67K 0.03% 206
2026
Q1 		$377K Sell
1,524
-1,036
-40% -$214K 0.03% 223
2025
Q4 		$417K Buy
2,560
+136
+6% +$23K 0.03% 203
2025
Q3 		$413K Hold
2,424
– – 0.03% 197
2025
Q2 		$326K Sell
2,424
-7
-0.3% -$872 0.02% 197
2025
Q1 		$321K Buy
2,431
+200
+9% +$26.5K 0.03% 191
2024
Q4 		$273K Sell
2,231
-361
-14% -$48.3K 0.02% 211
2024
Q3 		$350K Buy
2,592
+16
+0.6% +$2.32K 0.03% 183
2024
Q2 		$404K Hold
2,576
– – 0.04% 163
2024
Q1 		$440K Sell
2,576
-1
-0% -$143 0.04% 158
2023
Q4 		$335K Sell
2,577
-99
-4% -$12.6K 0.03% 178
2023
Q3 		$379K Sell
2,676
-152
-5% -$19.9K 0.04% 156
2023
Q2 		$332K Sell
2,828
-450
-14% -$52.3K 0.03% 166
2023
Q1 		$458K Buy
3,278
+779
+31% +$105K 0.05% 138
2022
Q4 		$317K Buy
2,499
+361
+17% +$45.3K 0.04% 174
2022
Q3 		$246K Buy
2,138
+3
+0.1% +$330 0.03% 192
2022
Q2 		$227K Hold
2,135
– – 0.03% 216
2022
Q1 		$217K Buy
+2,135
New +$185K 0.02% 261
2020
Q1 		– Sell
-2,311
Closed -$216K – 182
2019
Q4 		$216K Buy
+2,311
New +$218K 0.03% 151
2019
Q1 		– Sell
-2,781
Closed -$208K – 153
2018
Q4 		$208K Buy
2,781
+131
+5% +$11.5K 0.03% 128
2018
Q3 		$243K Sell
2,650
-139
-5% -$15.8K 0.04% 115
2018
Q2 		$309K Buy
2,789
+536
+24% +$60.1K 0.05% 104
2018
Q1 		$209K Buy
2,253
+49
+2% +$4.57K 0.04% 138
2017
Q4 		$203K Buy
+2,204
New +$182K 0.03% 137

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SFMG Wealth Advisors's VLO Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Valero Energy (VLO) stake by 18% in Q2 2026, buying an estimated $67K and bringing the position to 1,796 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #206.

SFMG Wealth Advisors first reported a position in VLO in Q4 2017 and has held it in 24 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • SFMG Wealth Advisors held 1,796 shares of Valero Energy worth $468K as of Q2 2026.
  • SFMG Wealth Advisors bought 272 Valero Energy shares in Q2 2026, an estimated $67K.
  • Valero Energy made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #206 holding.
  • SFMG Wealth Advisors first reported a position in Valero Energy in Q4 2017 and has held it in 24 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.