Sowell Financial Services’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 | $5.32M | Buy |
20,445
+10,082
| +97% | +$2.48M | 0.17% | 126 |
|
|
2026
Q1 | $2.56M | Sell |
10,363
-1,399
| -12% | -$288K | 0.09% | 229 |
|
|
2025
Q4 | $1.91M | Buy |
11,762
+295
| +3% | +$50K | 0.07% | 290 |
|
|
2025
Q3 | $1.95M | Buy |
11,467
+70
| +0.6% | +$10.4K | 0.07% | 281 |
|
|
2025
Q2 | $1.53M | Buy |
11,397
+624
| +6% | +$77.8K | 0.06% | 319 |
|
|
2025
Q1 | $1.42M | Buy |
+10,773
| New | +$1.43M | 0.06% | 301 |
|
|
2023
Q2 | – | Sell |
-5,255
| Closed | -$734K | – | 829 |
|
|
2023
Q1 | $734K | Sell |
5,255
-8,135
| -61% | -$1.09M | 0.06% | 356 |
|
|
2022
Q4 | $1.7M | Buy |
13,390
+1,837
| +16% | +$231K | 0.11% | 216 |
|
|
2022
Q3 | $1.23M | Buy |
11,553
+729
| +7% | +$80.2K | 0.12% | 210 |
|
|
2022
Q2 | $1.15M | Buy |
+10,824
| New | +$1.28M | 0.11% | 154 |
|
|
2021
Q2 | – | Sell |
-5,749
| Closed | -$463K | – | 2664 |
|
|
2021
Q1 | $463K | Buy |
5,749
+4,298
| +296% | +$292K | 0.02% | 677 |
|
|
2020
Q4 | $82K | Sell |
1,451
-1,957
| -57% | -$96K | ﹤0.01% | 1226 |
|
|
2020
Q3 | $148K | Sell |
3,408
-275
| -7% | -$14.4K | 0.01% | 836 |
|
|
2020
Q2 | $217K | Sell |
3,683
-26
| -0.7% | -$1.55K | 0.01% | 691 |
|
|
2020
Q1 | $168K | Sell |
3,709
-598
| -14% | -$43.4K | 0.01% | 699 |
|
|
2019
Q4 | $403K | Buy |
4,307
+39
| +0.9% | +$3.69K | 0.03% | 509 |
|
|
2019
Q3 | $364K | Buy |
+4,268
| New | +$345K | 0.03% | 487 |
|
|
2019
Q1 | $631K | Sell |
7,441
-1,149
| -13% | -$94.9K | 0.07% | 273 |
|
|
2018
Q4 | $644K | Sell |
8,590
-523
| -6% | -$45.9K | 0.09% | 229 |
|
|
2018
Q3 | $1.04M | Buy |
9,113
+1,267
| +16% | +$144K | 0.15% | 116 |
|
|
2018
Q2 | $901K | Buy |
7,846
+332
| +4% | +$37.2K | 0.19% | 119 |
|
|
2018
Q1 | $843K | Buy |
7,514
+5,263
| +234% | +$491K | 0.21% | 108 |
|
|
2017
Q4 | $217K | Sell |
2,251
-274
| -11% | -$22.6K | 0.05% | 234 |
|
|
2017
Q3 | $204K | Buy |
+2,525
| New | +$174K | 0.05% | 234 |
|
|
2017
Q2 | – | Sell |
-12,276
| Closed | -$783K | – | 281 |
|
|
2017
Q1 | $783K | Sell |
12,276
-1,787
| -13% | -$120K | 0.23% | 98 |
|
|
2016
Q4 | $951K | Buy |
+14,063
| New | +$866K | 0.32% | 79 |
|
Other funds holding VLO
Sowell Financial Services's VLO Position: Q2 2026 in Review
Sowell Financial Services increased its Valero Energy (VLO) stake by 97% in Q2 2026, buying an estimated $2.48M and bringing the position to 20,445 shares worth $5.32M. The position accounts for 0.17% of the portfolio, ranked #126.
Sowell Financial Services first reported a position in VLO in Q4 2016 and has held it in 26 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Sowell Financial Services held 20,445 shares of Valero Energy worth $5.32M as of Q2 2026.
- Sowell Financial Services bought 10,082 Valero Energy shares in Q2 2026, an estimated $2.48M.
- Valero Energy made up 0.17% of Sowell Financial Services's portfolio in Q2 2026, its #126 holding.
- Sowell Financial Services first reported a position in Valero Energy in Q4 2016 and has held it in 26 quarters since.
- 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.