SlateStone Wealth’s Valero Energy VLO Stock Holding History

SlateStone Wealth’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	$253K	Buy	971 +10	+1%	+$2.46K	0.02%	271
2026 Q1	$237K	Buy	+961	New	+$198K	0.02%	272

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

SlateStone Wealth's VLO Position: Q2 2026 in Review

SlateStone Wealth increased its Valero Energy (VLO) stake by 1% in Q2 2026, buying an estimated $2.46K and bringing the position to 971 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #271.

SlateStone Wealth first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

SlateStone Wealth held 971 shares of Valero Energy worth $253K as of Q2 2026.
SlateStone Wealth bought 10 Valero Energy shares in Q2 2026, an estimated $2.46K.
Valero Energy made up 0.02% of SlateStone Wealth's portfolio in Q2 2026, its #271 holding.
SlateStone Wealth first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.