SSWM
VLO icon

Smith Salley Wealth Management’s Valero Energy VLO Stock Holding History

Smith Salley 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 		$709K Buy
2,723
+18
+0.7% +$4.43K 0.03% 178
2026
Q1 		$668K Buy
2,705
+100
+4% +$20.6K 0.03% 173
2025
Q4 		$424K Hold
2,605
– – 0.02% 200
2025
Q3 		$444K Sell
2,605
-7
-0.3% -$1.04K 0.02% 193
2025
Q2 		$351K Buy
2,612
+1,005
+63% +$125K 0.02% 205
2025
Q1 		$212K Sell
1,607
-32
-2% -$4.25K 0.01% 232
2024
Q4 		$201K Sell
1,639
-33
-2% -$4.42K 0.01% 245
2024
Q3 		$226K Sell
1,672
-468
-22% -$68K 0.01% 229
2024
Q2 		$335K Buy
2,140
+448
+26% +$72.3K 0.02% 192
2024
Q1 		$289K Sell
1,692
-192
-10% -$27.5K 0.02% 200
2023
Q4 		$245K Buy
1,884
+1
+0.1% +$127 0.02% 224
2023
Q3 		$267K Buy
1,883
+1
+0.1% +$131 0.02% 207
2023
Q2 		$221K Buy
1,882
+20
+1% +$2.32K 0.02% 218
2023
Q1 		$260K Sell
1,862
-1,500
-45% -$202K 0.02% 206
2022
Q4 		$427K Hold
3,362
– – 0.04% 177
2022
Q3 		$359K Buy
3,362
+357
+12% +$39.3K 0.03% 182
2022
Q2 		$319K Sell
3,005
-1,000
-25% -$118K 0.03% 187
2022
Q1 		$407K Sell
4,005
-6
-0.1% -$520 0.03% 190
2021
Q4 		$301K Hold
4,011
– – 0.02% 210
2021
Q3 		$283K Hold
4,011
– – 0.02% 215
2021
Q2 		$313K Buy
+4,011
New +$311K 0.03% 217
2018
Q4 		– Sell
-2,003
Closed -$228K – 189
2018
Q3 		$228K Buy
2,003
+16
+0.8% +$1.82K 0.04% 175
2018
Q2 		$220K Buy
+1,987
New +$223K 0.04% 169

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Smith Salley Wealth Management's VLO Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Valero Energy (VLO) stake by 0.67% in Q2 2026, buying an estimated $4.43K and bringing the position to 2,723 shares worth $709K. The position accounts for 0.03% of the portfolio, ranked #178.

Smith Salley Wealth Management first reported a position in VLO in Q2 2018 and has held it in 23 quarters since. 601 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Smith Salley Wealth Management held 2,723 shares of Valero Energy worth $709K as of Q2 2026.
  • Smith Salley Wealth Management bought 18 Valero Energy shares in Q2 2026, an estimated $4.43K.
  • Valero Energy made up 0.03% of Smith Salley Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Smith Salley Wealth Management first reported a position in Valero Energy in Q2 2018 and has held it in 23 quarters since.
  • 601 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.