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Soltis Investment Advisors’s Valero Energy VLO Stock Holding History

Soltis Investment 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 		$594K Buy
2,282
+525
+30% +$129K 0.03% 327
2026
Q1 		$434K Buy
1,757
+48
+3% +$9.89K 0.03% 369
2025
Q4 		$278K Buy
1,709
+115
+7% +$19.5K 0.02% 420
2025
Q3 		$271K Buy
1,594
+15
+0.9% +$2.24K 0.02% 398
2025
Q2 		$212K Buy
+1,579
New +$197K 0.02% 375
2023
Q4 		– Sell
-25,435
Closed -$3.6M – 302
2023
Q3 		$3.6M Buy
+25,435
New +$3.33M 0.46% 65

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

Soltis Investment Advisors's VLO Position: Q2 2026 in Review

Soltis Investment Advisors increased its Valero Energy (VLO) stake by 30% in Q2 2026, buying an estimated $129K and bringing the position to 2,282 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #327.

Soltis Investment Advisors first reported a position in VLO in Q3 2023 and has held it in 6 quarters since. The position peaked at $3.6M in Q3 2023. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Soltis Investment Advisors held 2,282 shares of Valero Energy worth $594K as of Q2 2026.
  • Soltis Investment Advisors bought 525 Valero Energy shares in Q2 2026, an estimated $129K.
  • Valero Energy made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #327 holding.
  • Soltis Investment Advisors first reported a position in Valero Energy in Q3 2023 and has held it in 6 quarters since.
  • Soltis Investment Advisors's Valero Energy position peaked at $3.6M in Q3 2023.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.