SOA Wealth Advisors’s Valero Energy VLO Stock Holding History

SOA Wealth Advisors’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	$196K	Sell	753 -11	-1%	-$2.71K	0.03%	209
2026 Q1	$189K	Hold	764	–	–	0.04%	205
2025 Q4	$124K	Hold	764	–	–	0.02%	259
2025 Q3	$130K	Hold	764	–	–	0.02%	262
2025 Q2	$103K	Buy	764 +640	+516%	+$79.8K	0.02%	277
2025 Q1	$16.4K	Hold	124	–	–	﹤0.01%	503
2024 Q4	$15.2K	Hold	124	–	–	﹤0.01%	496
2024 Q3	$16.7K	Hold	124	–	–	﹤0.01%	477
2024 Q2	$19.4K	Sell	124 -91	-42%	-$14.7K	﹤0.01%	447
2024 Q1	$36.7K	Hold	215	–	–	0.01%	345
2023 Q4	$28K	Hold	215	–	–	0.01%	372
2023 Q3	$30.5K	Hold	215	–	–	0.01%	348
2023 Q2	$25.2K	Hold	215	–	–	0.01%	396
2023 Q1	$30K	Hold	215	–	–	0.01%	354
2022 Q4	$27.3K	Hold	215	–	–	0.01%	358
2022 Q3	$22K	Sell	215 -555	-72%	-$61.1K	0.01%	372
2022 Q2	$81K	Buy	770 +4	+0.5%	+$473	0.02%	221
2022 Q1	$77K	Buy	766 +6	+0.8%	+$520	0.02%	260
2021 Q4	$56K	Buy	760 +7	+0.9%	+$521	0.01%	284
2021 Q3	$53K	Buy	753 +8	+1%	+$532	0.01%	301
2021 Q2	$58K	Buy	745 +9	+1%	+$697	0.01%	294
2021 Q1	$52K	Buy	736 +9	+1%	+$612	0.01%	267
2020 Q4	$47K	Buy	+727	New	+$35.7K	0.01%	274

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

SOA Wealth Advisors's VLO Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Valero Energy (VLO) stake by 1.4% in Q2 2026, selling an estimated $2.71K and leaving 753 shares worth $196K. The position accounts for 0.03% of the portfolio, ranked #209.

SOA Wealth Advisors first reported a position in VLO in Q4 2020 and has held it in 23 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

SOA Wealth Advisors held 753 shares of Valero Energy worth $196K as of Q2 2026.
SOA Wealth Advisors sold 11 Valero Energy shares in Q2 2026, an estimated $2.71K.
Valero Energy made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #209 holding.
SOA Wealth Advisors first reported a position in Valero Energy in Q4 2020 and has held it in 23 quarters since.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.