Strategic Wealth Partners’s Valero Energy VLO Stock Holding History

Strategic Wealth Partners’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	$52.9K	Hold	203	–	–	﹤0.01%	511
2026 Q1	$50.2K	Sell	203 -10	-5%	-$2.06K	﹤0.01%	516
2025 Q4	$34.7K	Buy	+213	New	+$36.1K	﹤0.01%	582
2019 Q4	–	Sell	-1,214	Closed	-$12.4K	–	494
2019 Q3	$12.4K	Hold	1,214	–	–	0.06%	133
2019 Q2	$103K	Buy	1,214 +659	+119%	+$54.4K	0.05%	176
2019 Q1	$47K	Buy	555 +145	+35%	+$12K	0.02%	247
2018 Q4	$33K	Buy	410 +368	+876%	+$32.3K	0.02%	274
2018 Q3	$5K	Hold	42	–	–	﹤0.01%	561
2018 Q2	$5K	Hold	42	–	–	﹤0.01%	639
2018 Q1	$4K	Hold	42	–	–	﹤0.01%	679
2017 Q4	$4K	Buy	+42	New	+$3.46K	﹤0.01%	642

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 Wealth Partners's VLO Position: Q2 2026 in Review

Strategic Wealth Partners held its Valero Energy (VLO) position steady in Q2 2026 at 203 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Strategic Wealth Partners first reported a position in VLO in Q4 2017 and has held it in 11 quarters since. The position peaked at $103K in Q2 2019. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Strategic Wealth Partners held 203 shares of Valero Energy worth $52.9K as of Q2 2026.
Strategic Wealth Partners left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #511 holding.
Strategic Wealth Partners first reported a position in Valero Energy in Q4 2017 and has held it in 11 quarters since.
Strategic Wealth Partners's Valero Energy position peaked at $103K in Q2 2019.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.