Steward Partners Investment Advisory’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 | $10M | Buy |
38,395
+3,235
| +9% | +$797K | 0.05% | 347 |
|
|
2026
Q1 | $8.69M | Sell |
35,160
-1,151
| -3% | -$237K | 0.04% | 360 |
|
|
2025
Q4 | $5.91M | Buy |
36,311
+1,288
| +4% | +$218K | 0.03% | 430 |
|
|
2025
Q3 | $5.96M | Buy |
35,023
+558
| +2% | +$83.2K | 0.03% | 426 |
|
|
2025
Q2 | $4.63M | Buy |
34,465
+5,767
| +20% | +$719K | 0.04% | 452 |
|
|
2025
Q1 | $3.79M | Sell |
28,698
-2,033
| -7% | -$270K | 0.03% | 472 |
|
|
2024
Q4 | $3.77M | Buy |
30,731
+1,194
| +4% | +$160K | 0.03% | 456 |
|
|
2024
Q3 | $3.99M | Buy |
29,537
+2,207
| +8% | +$320K | 0.04% | 427 |
|
|
2024
Q2 | $4.28M | Sell |
27,330
-511
| -2% | -$82.5K | 0.05% | 366 |
|
|
2024
Q1 | $4.75M | Sell |
27,841
-1,019
| -4% | -$146K | 0.05% | 345 |
|
|
2023
Q4 | $3.75M | Sell |
28,860
-15,287
| -35% | -$1.94M | 0.05% | 346 |
|
|
2023
Q3 | $6.26M | Sell |
44,147
-17,879
| -29% | -$2.34M | 0.1% | 217 |
|
|
2023
Q2 | $7.28M | Sell |
62,026
-1,033
| -2% | -$120K | 0.11% | 198 |
|
|
2023
Q1 | $8.8M | Sell |
63,059
-672
| -1% | -$90.3K | 0.14% | 166 |
|
|
2022
Q4 | $8.08M | Sell |
63,731
-640
| -1% | -$80.3K | 0.14% | 174 |
|
|
2022
Q3 | $6.88M | Sell |
64,371
-34,323
| -35% | -$3.78M | 0.13% | 179 |
|
|
2022
Q2 | $10.5M | Sell |
98,694
-1,236
| -1% | -$146K | 0.19% | 127 |
|
|
2022
Q1 | $10.1M | Buy |
99,930
+47,637
| +91% | +$4.13M | 0.16% | 151 |
|
|
2021
Q4 | $3.93M | Buy |
52,293
+23,649
| +83% | +$1.76M | 0.06% | 316 |
|
|
2021
Q3 | $2.02M | Sell |
28,644
-37,301
| -57% | -$2.48M | 0.03% | 457 |
|
|
2021
Q2 | $5.15M | Buy |
65,945
+39,291
| +147% | +$3.04M | 0.09% | 241 |
|
|
2021
Q1 | $1.91M | Buy |
26,654
+2,640
| +11% | +$179K | 0.03% | 449 |
|
|
2020
Q4 | $1.36M | Sell |
24,014
-4,518
| -16% | -$222K | 0.03% | 467 |
|
|
2020
Q3 | $1.24M | Buy |
28,532
+608
| +2% | +$31.8K | 0.03% | 422 |
|
|
2020
Q2 | $1.64M | Sell |
27,924
-153
| -0.5% | -$9.14K | 0.05% | 344 |
|
|
2020
Q1 | $1.27M | Buy |
28,077
+604
| +2% | +$43.9K | 0.05% | 330 |
|
|
2019
Q4 | $2.57M | Sell |
27,473
-462
| -2% | -$43.7K | 0.08% | 258 |
|
|
2019
Q3 | $2.38M | Sell |
27,935
-1,500
| -5% | -$121K | 0.08% | 252 |
|
|
2019
Q2 | $2.52M | Sell |
29,435
-159
| -0.5% | -$13.1K | 0.09% | 223 |
|
|
2019
Q1 | $2.51M | Buy |
29,594
+2,597
| +10% | +$215K | 0.11% | 198 |
|
|
2018
Q4 | $2.02M | Sell |
26,997
-365
| -1% | -$32.1K | 0.1% | 220 |
|
|
2018
Q3 | $3.11M | Buy |
27,362
+3,534
| +15% | +$401K | 0.15% | 156 |
|
|
2018
Q2 | $2.64M | Sell |
23,828
-493
| -2% | -$55.3K | 0.16% | 155 |
|
|
2018
Q1 | $2.26M | Buy |
24,321
+754
| +3% | +$70.4K | 0.15% | 152 |
|
|
2017
Q4 | $2.17M | Buy |
23,567
+1,518
| +7% | +$125K | 0.17% | 141 |
|
|
2017
Q3 | $1.7M | Buy |
22,049
+1,464
| +7% | +$101K | 0.17% | 128 |
|
|
2017
Q2 | $1.39M | Buy |
20,585
+979
| +5% | +$63.5K | 0.16% | 143 |
|
|
2017
Q1 | $1.3M | Buy |
19,606
+15,627
| +393% | +$1.05M | 0.2% | 107 |
|
|
2016
Q4 | $271K | Buy |
+3,979
| New | +$245K | 0.12% | 146 |
|
Other funds holding VLO
Steward Partners Investment Advisory's VLO Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Valero Energy (VLO) stake by 9.2% in Q2 2026, buying an estimated $797K and bringing the position to 38,395 shares worth $10M. The position accounts for 0.05% of the portfolio, ranked #347.
Steward Partners Investment Advisory first reported a position in VLO in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.5M in Q2 2022. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Steward Partners Investment Advisory held 38,395 shares of Valero Energy worth $10M as of Q2 2026.
- Steward Partners Investment Advisory bought 3,235 Valero Energy shares in Q2 2026, an estimated $797K.
- Valero Energy made up 0.05% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #347 holding.
- Steward Partners Investment Advisory first reported a position in Valero Energy in Q4 2016 and has held it in 39 quarters since.
- Steward Partners Investment Advisory's Valero Energy position peaked at $10.5M in Q2 2022.
- 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.