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Sovereign Financial Group’s Valero Energy VLO Stock Holding History

Sovereign Financial 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 		$1.34M Buy
5,164
+342
+7% +$84.2K 0.21% 84
2026
Q1 		$1.19M Buy
4,822
+2,934
+155% +$605K 0.21% 88
2025
Q4 		$307K Sell
1,888
-1,038
-35% -$176K 0.05% 270
2025
Q3 		$498K Sell
2,926
-122
-4% -$18.2K 0.09% 190
2025
Q2 		$410K Buy
3,048
+8
+0.3% +$997 0.08% 209
2025
Q1 		$401K Sell
3,040
-9
-0.3% -$1.19K 0.09% 191
2024
Q4 		$374K Sell
3,049
-99
-3% -$13.2K 0.09% 210
2024
Q3 		$425K Sell
3,148
-6
-0.2% -$871 0.1% 180
2024
Q2 		$494K Buy
3,154
+1
+0% +$161 0.12% 154
2024
Q1 		$538K Buy
3,153
+1,401
+80% +$201K 0.14% 142
2023
Q4 		$228K Buy
1,752
+15
+0.9% +$1.91K 0.07% 221
2023
Q3 		$246K Sell
1,737
-505
-23% -$66.2K 0.09% 193
2023
Q2 		$263K Buy
2,242
+471
+27% +$54.7K 0.09% 198
2023
Q1 		$247K Sell
1,771
-546
-24% -$73.3K 0.09% 192
2022
Q4 		$294K Sell
2,317
-4,467
-66% -$561K 0.12% 170
2022
Q3 		$725K Buy
6,784
+2,323
+52% +$256K 0.29% 82
2022
Q2 		$474K Buy
+4,461
New +$528K 0.19% 112

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

Sovereign Financial Group's VLO Position: Q2 2026 in Review

Sovereign Financial Group increased its Valero Energy (VLO) stake by 7.1% in Q2 2026, buying an estimated $84.2K and bringing the position to 5,164 shares worth $1.34M. The position accounts for 0.21% of the portfolio, ranked #84.

Sovereign Financial Group first reported a position in VLO in Q2 2022 and has held it in 17 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Sovereign Financial Group held 5,164 shares of Valero Energy worth $1.34M as of Q2 2026.
  • Sovereign Financial Group bought 342 Valero Energy shares in Q2 2026, an estimated $84.2K.
  • Valero Energy made up 0.21% of Sovereign Financial Group's portfolio in Q2 2026, its #84 holding.
  • Sovereign Financial Group first reported a position in Valero Energy in Q2 2022 and has held it in 17 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.