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Sound View Wealth Advisors Group’s Valero Energy VLO Stock Holding History

Sound View Wealth Advisors Group’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 		$389K Buy
1,493
+1
+0.1% +$246 0.02% 320
2026
Q1 		$369K Buy
1,492
+1
+0.1% +$206 0.03% 314
2025
Q4 		$243K Buy
1,491
+2
+0.1% +$339 0.02% 380
2025
Q3 		$254K Buy
1,489
+1
+0.1% +$149 0.02% 376
2025
Q2 		$200K Buy
+1,488
New +$185K 0.01% 416

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

Sound View Wealth Advisors Group's VLO Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Valero Energy (VLO) stake by 0.07% in Q2 2026, buying an estimated $246 and bringing the position to 1,493 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #320.

Sound View Wealth Advisors Group first reported a position in VLO in Q2 2025 and has held it in 5 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,493 shares of Valero Energy worth $389K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 1 Valero Energy share in Q2 2026, an estimated $246.
  • Valero Energy made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #320 holding.
  • Sound View Wealth Advisors Group first reported a position in Valero Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.