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Silver Oak Securities’s Valero Energy VLO Stock Holding History

Silver Oak Securities’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 		$611K Buy
2,345
+187
+9% +$46K 0.04% 417
2026
Q1 		$533K Buy
2,158
+74
+4% +$15.3K 0.04% 413
2025
Q4 		$344K Sell
2,084
-104
-5% -$17.6K 0.02% 576
2025
Q3 		$372K Buy
2,188
+110
+5% +$16.4K 0.03% 513
2025
Q2 		$279K Sell
2,078
-51
-2% -$6.36K 0.02% 556
2025
Q1 		$280K Sell
2,129
-1,919
-47% -$255K 0.03% 523
2024
Q4 		$484K Sell
4,048
-2,022
-33% -$271K 0.05% 387
2024
Q3 		$825K Buy
6,070
+4,575
+306% +$664K 0.09% 243
2024
Q2 		$234K Sell
1,495
-20
-1% -$3.23K 0.04% 346
2024
Q1 		$259K Sell
1,515
-3,297
-69% -$472K 0.04% 323
2023
Q4 		$626K Buy
4,812
+3,277
+213% +$417K 0.08% 239
2023
Q3 		$218K Sell
1,535
-4,382
-74% -$574K 0.05% 275
2023
Q2 		$694K Buy
5,917
+4,103
+226% +$477K 0.11% 189
2023
Q1 		$253K Buy
+1,814
New +$244K 0.04% 318
2022
Q4 		– Sell
-1,535
Closed -$218K – 485
2022
Q3 		$218K Buy
+1,535
New +$169K 0.05% 275

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

Silver Oak Securities's VLO Position: Q2 2026 in Review

Silver Oak Securities increased its Valero Energy (VLO) stake by 8.7% in Q2 2026, buying an estimated $46K and bringing the position to 2,345 shares worth $611K. The position accounts for 0.04% of the portfolio, ranked #417.

Silver Oak Securities first reported a position in VLO in Q3 2022 and has held it in 15 quarters since. The position peaked at $825K in Q3 2024. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Silver Oak Securities held 2,345 shares of Valero Energy worth $611K as of Q2 2026.
  • Silver Oak Securities bought 187 Valero Energy shares in Q2 2026, an estimated $46K.
  • Valero Energy made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #417 holding.
  • Silver Oak Securities first reported a position in Valero Energy in Q3 2022 and has held it in 15 quarters since.
  • Silver Oak Securities's Valero Energy position peaked at $825K in Q3 2024.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.