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Spire Wealth Management’s Valero Energy VLO Stock Holding History

Spire Wealth Management’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 		$589K Buy
2,261
+1,755
+347% +$432K 0.02% 514
2026
Q1 		$125K Sell
506
-10,399
-95% -$2.14M ﹤0.01% 921
2025
Q4 		$1.78M Sell
10,905
-755
-6% -$128K 0.06% 276
2025
Q3 		$1.99M Buy
11,660
+10,625
+1,027% +$1.58M 0.07% 237
2025
Q2 		$131K Sell
1,035
-1,022
-50% -$127K ﹤0.01% 879
2025
Q1 		$272K Sell
2,057
-61
-3% -$8.09K 0.01% 744
2024
Q4 		$260K Buy
2,118
+117
+6% +$15.7K 0.01% 742
2024
Q3 		$270K Sell
2,001
-149
-7% -$21.6K 0.01% 659
2024
Q2 		$337K Sell
2,150
-531
-20% -$85.7K 0.01% 580
2024
Q1 		$458K Buy
2,681
+349
+15% +$50K 0.01% 543
2023
Q4 		$299K Sell
2,332
-351
-13% -$44.7K 0.01% 650
2023
Q3 		$380K Buy
2,683
+282
+12% +$36.9K 0.01% 538
2023
Q2 		$282K Sell
2,401
-384
-14% -$44.6K 0.01% 625
2023
Q1 		$389K Buy
2,785
+1,094
+65% +$147K 0.02% 548
2022
Q4 		$214K Buy
1,691
+13
+0.8% +$1.63K 0.01% 540
2022
Q3 		$179K Sell
1,678
-1,389
-45% -$153K 0.01% 561
2022
Q2 		$326K Sell
3,067
-2,628
-46% -$311K 0.01% 606
2022
Q1 		$578K Sell
5,695
-1,080
-16% -$93.7K 0.02% 526
2021
Q4 		$509K Sell
6,775
-264
-4% -$19.7K 0.01% 698
2021
Q3 		$497K Buy
7,039
+74
+1% +$4.92K 0.01% 588
2021
Q2 		$544K Sell
6,965
-1,784
-20% -$138K 0.01% 586
2021
Q1 		$624K Buy
+8,749
New +$595K 0.02% 596

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

Spire Wealth Management's VLO Position: Q2 2026 in Review

Spire Wealth Management increased its Valero Energy (VLO) stake by 347% in Q2 2026, buying an estimated $432K and bringing the position to 2,261 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #514.

Spire Wealth Management first reported a position in VLO in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.99M in Q3 2025. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Spire Wealth Management held 2,261 shares of Valero Energy worth $589K as of Q2 2026.
  • Spire Wealth Management bought 1,755 Valero Energy shares in Q2 2026, an estimated $432K.
  • Valero Energy made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #514 holding.
  • Spire Wealth Management first reported a position in Valero Energy in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Valero Energy position peaked at $1.99M in Q3 2025.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.