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Shelton Wealth Management’s Valero Energy VLO Stock Holding History

Shelton Wealth 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 		$280K Hold
1,074
– – 0.11% 112
2026
Q1 		$265K Buy
+1,074
New +$221K 0.12% 114
2025
Q4 		– Sell
-1,274
Closed -$217K – 181
2025
Q3 		$217K Buy
+1,274
New +$190K 0.1% 124
2024
Q3 		– Sell
-1,451
Closed -$227K – 151
2024
Q2 		$227K Sell
1,451
-64
-4% -$10.3K 0.13% 120
2024
Q1 		$259K Sell
1,515
-281
-16% -$40.3K 0.16% 112
2023
Q4 		$233K Sell
1,796
-491
-21% -$62.5K 0.17% 101
2023
Q3 		$324K Buy
2,287
+8
+0.4% +$1.05K 0.26% 42
2023
Q2 		$267K Buy
2,279
+79
+4% +$9.18K 0.21% 52
2023
Q1 		$307K Buy
2,200
+257
+13% +$34.5K 0.25% 47
2022
Q4 		$246K Sell
1,943
-27
-1% -$3.39K 0.19% 56
2022
Q3 		$210K Sell
1,970
-336
-15% -$37K 0.19% 57
2022
Q2 		$245K Buy
2,306
+94
+4% +$11.1K 0.21% 56
2022
Q1 		$225K Buy
+2,212
New +$192K 0.18% 64

Other funds holding VLO

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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Shelton Wealth Management's VLO Position: Q2 2026 in Review

Shelton Wealth Management held its Valero Energy (VLO) position steady in Q2 2026 at 1,074 shares worth $280K. The position accounts for 0.11% of the portfolio, ranked #112.

Shelton Wealth Management first reported a position in VLO in Q1 2022 and has held it in 13 quarters since. The position peaked at $324K in Q3 2023. 350 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Shelton Wealth Management held 1,074 shares of Valero Energy worth $280K as of Q2 2026.
  • Shelton Wealth Management left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.11% of Shelton Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Shelton Wealth Management first reported a position in Valero Energy in Q1 2022 and has held it in 13 quarters since.
  • Shelton Wealth Management's Valero Energy position peaked at $324K in Q3 2023.
  • 350 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.