Sound Income Strategies’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.4M | Sell |
43,938
-416
| -0.9% | -$102K | 0.51% | 69 |
|
|
2026
Q1 | $10.7M | Sell |
44,354
-224
| -0.5% | -$46.2K | 0.52% | 68 |
|
|
2025
Q4 | $8.18M | Sell |
44,578
-41,943
| -48% | -$7.11M | 0.39% | 77 |
|
|
2025
Q3 | $14M | Sell |
86,521
-258
| -0.3% | -$38.5K | 0.77% | 47 |
|
|
2025
Q2 | $11.7M | Sell |
86,779
-11,095
| -11% | -$1.38M | 0.67% | 50 |
|
|
2025
Q1 | $12.9M | Buy |
97,874
+2,982
| +3% | +$396K | 0.76% | 46 |
|
|
2024
Q4 | $11.6M | Buy |
94,892
+6,095
| +7% | +$815K | 0.72% | 50 |
|
|
2024
Q3 | $12M | Buy |
88,797
+3,185
| +4% | +$462K | 0.77% | 46 |
|
|
2024
Q2 | $13.4M | Sell |
85,612
-7,277
| -8% | -$1.17M | 0.84% | 34 |
|
|
2024
Q1 | $15.9M | Sell |
92,889
-31,644
| -25% | -$4.53M | 1.18% | 26 |
|
|
2023
Q4 | $16.2M | Buy |
124,533
+7,859
| +7% | +$1,000K | 1.35% | 20 |
|
|
2023
Q3 | $16.5M | Sell |
116,674
-596
| -0.5% | -$78.1K | 1.4% | 18 |
|
|
2023
Q2 | $13.8M | Sell |
117,270
-1,543
| -1% | -$179K | 1.41% | 21 |
|
|
2023
Q1 | $16.6M | Sell |
118,813
-4,939
| -4% | -$664K | 1.8% | 16 |
|
|
2022
Q4 | $15.7M | Buy |
123,752
+7,279
| +6% | +$914K | 2% | 13 |
|
|
2022
Q3 | $12.4M | Buy |
116,473
+9,070
| +8% | +$998K | 1.81% | 15 |
|
|
2022
Q2 | $11.4M | Sell |
107,403
-7,250
| -6% | -$858K | 1.52% | 20 |
|
|
2022
Q1 | $11.6M | Buy |
114,653
+12,979
| +13% | +$1.13M | 1.34% | 20 |
|
|
2021
Q4 | $7.64M | Buy |
101,674
+5,616
| +6% | +$418K | 0.9% | 26 |
|
|
2021
Q3 | $6.78M | Buy |
96,058
+11,875
| +14% | +$790K | 0.88% | 27 |
|
|
2021
Q2 | $6.57M | Buy |
84,183
+11,052
| +15% | +$856K | 0.95% | 23 |
|
|
2021
Q1 | $5.24M | Buy |
73,131
+21,140
| +41% | +$1.44M | 0.89% | 27 |
|
|
2020
Q4 | $2.94M | Buy |
51,991
+13,156
| +34% | +$645K | 0.65% | 23 |
|
|
2020
Q3 | $1.68M | Buy |
38,835
+7,500
| +24% | +$393K | 0.46% | 29 |
|
|
2020
Q2 | $1.84M | Buy |
31,335
+3,799
| +14% | +$227K | 0.55% | 26 |
|
|
2020
Q1 | $1.25M | Buy |
27,536
+5,426
| +25% | +$394K | 0.43% | 32 |
|
|
2019
Q4 | $2.07M | Buy |
22,110
+2,087
| +10% | +$197K | 0.56% | 25 |
|
|
2019
Q3 | $1.71M | Buy |
20,023
+3,348
| +20% | +$271K | 0.52% | 26 |
|
|
2019
Q2 | $1.43M | Buy |
16,675
+4,243
| +34% | +$350K | 0.49% | 27 |
|
|
2019
Q1 | $1.05M | Buy |
12,432
+331
| +3% | +$27.3K | 0.48% | 26 |
|
|
2018
Q4 | $907K | Sell |
12,101
-1,107
| -8% | -$97.2K | 0.48% | 28 |
|
|
2018
Q3 | $1.5M | Buy |
13,208
+3,107
| +31% | +$353K | 0.73% | 18 |
|
|
2018
Q2 | $1.12M | Buy |
10,101
+1,567
| +18% | +$176K | 0.65% | 14 |
|
|
2018
Q1 | $792K | Buy |
8,534
+443
| +5% | +$41.4K | 0.52% | 22 |
|
|
2017
Q4 | $724K | Buy |
+8,091
| New | +$668K | 0.47% | 30 |
|
Other funds holding VLO
MBI
CFC
Sound Income Strategies's VLO Position: Q2 2026 in Review
Sound Income Strategies reduced its Valero Energy (VLO) stake by 0.94% in Q2 2026, selling an estimated $102K and leaving 43,938 shares worth $11.4M. The position accounts for 0.51% of the portfolio, ranked #69.
Sound Income Strategies first reported a position in VLO in Q4 2017 and has held it in 35 quarters since. The position peaked at $16.6M in Q1 2023. 1,137 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Sound Income Strategies held 43,938 shares of Valero Energy worth $11.4M as of Q2 2026.
- Sound Income Strategies sold 416 Valero Energy shares in Q2 2026, an estimated $102K.
- Valero Energy made up 0.51% of Sound Income Strategies's portfolio in Q2 2026, its #69 holding.
- Sound Income Strategies first reported a position in Valero Energy in Q4 2017 and has held it in 35 quarters since.
- Sound Income Strategies's Valero Energy position peaked at $16.6M in Q1 2023.
- 1,137 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.