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Southland Equity Partners’s Valero Energy VLO Stock Holding History

Southland Equity Partners’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 		$352K Sell
1,350
-10
-0.7% -$2.46K 0.06% 223
2026
Q1 		$336K Buy
1,360
+37
+3% +$7.63K 0.07% 194
2025
Q4 		$215K Buy
1,323
+7
+0.5% +$1.19K 0.04% 246
2025
Q3 		$224K Buy
+1,316
New +$196K 0.05% 225

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

Southland Equity Partners's VLO Position: Q2 2026 in Review

Southland Equity Partners reduced its Valero Energy (VLO) stake by 0.74% in Q2 2026, selling an estimated $2.46K and leaving 1,350 shares worth $352K. The position accounts for 0.06% of the portfolio, ranked #223.

Southland Equity Partners first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Southland Equity Partners held 1,350 shares of Valero Energy worth $352K as of Q2 2026.
  • Southland Equity Partners sold 10 Valero Energy shares in Q2 2026, an estimated $2.46K.
  • Valero Energy made up 0.06% of Southland Equity Partners's portfolio in Q2 2026, its #223 holding.
  • Southland Equity Partners first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.