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Strategic Investment Solutions’s Valero Energy VLO Stock Holding History

Strategic Investment Solutions’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
-400
Closed -$98.8K – 730
2026
Q1 		$98.8K Buy
+400
New +$82.5K 0.02% 203
2023
Q4 		$3.3K Sell
25
-1,550
-98% -$197K ﹤0.01% 907
2023
Q3 		$207K Buy
1,575
+1,550
+6,200% +$203K ﹤0.01% 494
2023
Q2 		$3.22K Sell
25
-261
-91% -$30.3K ﹤0.01% 708
2023
Q1 		$39.9K Buy
+286
New +$38.4K 0.01% 404

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

Strategic Investment Solutions's VLO Position: Q2 2026 in Review

Strategic Investment Solutions sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 400 shares — an estimated $98.8K sold.

Strategic Investment Solutions first reported a position in VLO in Q1 2023 and held it in 5 quarters. The position peaked at $207K in Q3 2023. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Strategic Investment Solutions reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
  • Strategic Investment Solutions sold 400 Valero Energy shares in Q2 2026, an estimated $98.8K.
  • Strategic Investment Solutions first reported a position in Valero Energy in Q1 2023 and held it in 5 quarters.
  • Strategic Investment Solutions's Valero Energy position peaked at $207K in Q3 2023.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.