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SHP Wealth Management’s Valero Energy VLO Stock Holding History

SHP 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 		$1.17M Buy
4,489
+25
+0.6% +$6.16K 0.08% 86
2026
Q1 		$1.1M Buy
4,464
+31
+0.7% +$6.39K 0.08% 75
2025
Q4 		$721K Buy
+4,433
New +$751K 0.06% 109

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Valero Energy (VLO) stake by 0.56% in Q2 2026, buying an estimated $6.16K and bringing the position to 4,489 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #86.

SHP Wealth Management first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 1,983 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • SHP Wealth Management held 4,489 shares of Valero Energy worth $1.17M as of Q2 2026.
  • SHP Wealth Management bought 25 Valero Energy shares in Q2 2026, an estimated $6.16K.
  • Valero Energy made up 0.08% of SHP Wealth Management's portfolio in Q2 2026, its #86 holding.
  • SHP Wealth Management first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,983 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.