Strategic Financial Concepts’s Valero Energy VLO Stock Holding History

Strategic Financial Concepts’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	–	Sell	-1,429	Closed	-$353K	–	324
2026 Q1	$353K	Buy	+1,429	New	+$295K	0.09%	191
2025 Q4	–	Sell	-4,355	Closed	-$742K	–	298
2025 Q3	$742K	Buy	+4,355	New	+$649K	0.11%	100
2025 Q2	–	Sell	-1,606	Closed	-$212K	–	368
2025 Q1	$212K	Buy	+1,606	New	+$213K	0.04%	312
2024 Q3	–	Sell	-982	Closed	-$154K	–	723
2024 Q2	$154K	Sell	982 -1,814	-65%	-$293K	0.09%	145
2024 Q1	$477K	Buy	2,796 +802	+40%	+$115K	0.12%	164
2023 Q4	$259K	Sell	1,994 -694	-26%	-$88.3K	0.15%	112
2023 Q3	$381K	Buy	2,688 +3	+0.1%	+$393	0.13%	154
2023 Q2	$315K	Buy	2,685 +249	+10%	+$28.9K	0.12%	165
2023 Q1	$340K	Buy	+2,436	New	+$327K	0.14%	145

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

Strategic Financial Concepts's VLO Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 1,429 shares — an estimated $353K sold.

Strategic Financial Concepts first reported a position in VLO in Q1 2023 and held it in 9 quarters. The position peaked at $742K in Q3 2025. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Strategic Financial Concepts reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 1,429 Valero Energy shares in Q2 2026, an estimated $353K.
Strategic Financial Concepts first reported a position in Valero Energy in Q1 2023 and held it in 9 quarters.
Strategic Financial Concepts's Valero Energy position peaked at $742K in Q3 2025.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.