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Stiles Financial Services’s Valero Energy VLO Stock Holding History

Stiles Financial Services’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 		$4.92M Sell
18,899
-361
-2% -$88.9K 1.24% 20
2026
Q1 		$4.76M Buy
19,260
+47
+0.2% +$9.69K 1.45% 12
2025
Q4 		$3.13M Buy
19,213
+630
+3% +$107K 0.96% 27
2025
Q3 		$3.16M Buy
18,583
+827
+5% +$123K 1% 26
2025
Q2 		$2.39M Buy
17,756
+1,446
+9% +$180K 0.82% 41
2025
Q1 		$2.15M Buy
16,310
+790
+5% +$105K 0.83% 40
2024
Q4 		$1.9M Buy
15,520
+2,664
+21% +$356K 0.69% 48
2024
Q3 		$1.74M Buy
12,856
+972
+8% +$141K 0.61% 54
2024
Q2 		$1.86M Buy
11,884
+3,104
+35% +$501K 0.72% 47
2024
Q1 		$1.5M Buy
8,780
+1,165
+15% +$167K 0.6% 56
2023
Q4 		$991K Buy
7,615
+2,529
+50% +$322K 0.45% 71
2023
Q3 		$721K Buy
5,086
+2,632
+107% +$345K 0.37% 80
2023
Q2 		$288K Buy
+2,454
New +$285K 0.14% 148

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

Stiles Financial Services's VLO Position: Q2 2026 in Review

Stiles Financial Services reduced its Valero Energy (VLO) stake by 1.9% in Q2 2026, selling an estimated $88.9K and leaving 18,899 shares worth $4.92M. The position accounts for 1.24% of the portfolio, ranked #20.

Stiles Financial Services first reported a position in VLO in Q2 2023 and has held it in 13 quarters since. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Stiles Financial Services held 18,899 shares of Valero Energy worth $4.92M as of Q2 2026.
  • Stiles Financial Services sold 361 Valero Energy shares in Q2 2026, an estimated $88.9K.
  • Valero Energy made up 1.24% of Stiles Financial Services's portfolio in Q2 2026, its #20 holding.
  • Stiles Financial Services first reported a position in Valero Energy in Q2 2023 and has held it in 13 quarters since.
  • 1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.