Strait & Sound Wealth Management’s Valero Energy VLO Stock Holding History

Strait & Sound 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	$1.01M	Buy	3,864 +219	+6%	+$53.9K	0.35%	67
2026 Q1	$901K	Buy	3,645 +7	+0.2%	+$1.44K	0.34%	68
2025 Q4	$592K	Sell	3,638 -48	-1%	-$8.13K	0.22%	84
2025 Q3	$628K	Sell	3,686 -241	-6%	-$35.9K	0.24%	81
2025 Q2	$528K	Sell	3,927 -1,698	-30%	-$212K	0.22%	85
2025 Q1	$743K	Buy	5,625 +1,708	+44%	+$227K	0.35%	65
2024 Q4	$480K	Buy	3,917 +1,107	+39%	+$148K	0.22%	82
2024 Q3	$379K	Buy	2,810 +1,074	+62%	+$156K	0.18%	95
2024 Q2	$272K	Buy	+1,736	New	+$280K	0.14%	120

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strait & Sound Wealth Management's VLO Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Valero Energy (VLO) stake by 6% in Q2 2026, buying an estimated $53.9K and bringing the position to 3,864 shares worth $1.01M. The position accounts for 0.35% of the portfolio, ranked #67.

Strait & Sound Wealth Management first reported a position in VLO in Q2 2024 and has held it in 9 quarters since. 1,976 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Strait & Sound Wealth Management held 3,864 shares of Valero Energy worth $1.01M as of Q2 2026.
Strait & Sound Wealth Management bought 219 Valero Energy shares in Q2 2026, an estimated $53.9K.
Valero Energy made up 0.35% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #67 holding.
Strait & Sound Wealth Management first reported a position in Valero Energy in Q2 2024 and has held it in 9 quarters since.
1,976 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.