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Strategies Wealth Advisors’s Valero Energy VLO Stock Holding History

Strategies Wealth Advisors’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 		$559K Sell
2,147
-437
-17% -$108K 0.05% 113
2026
Q1 		$638K Sell
2,584
-218
-8% -$44.9K 0.06% 86
2025
Q4 		$456K Buy
2,802
+273
+11% +$46.3K 0.05% 107
2025
Q3 		$431K Buy
+2,529
New +$377K 0.04% 119

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

Strategies Wealth Advisors's VLO Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its Valero Energy (VLO) stake by 17% in Q2 2026, selling an estimated $108K and leaving 2,147 shares worth $559K. The position accounts for 0.05% of the portfolio, ranked #113.

Strategies Wealth Advisors first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $638K in Q1 2026. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Strategies Wealth Advisors held 2,147 shares of Valero Energy worth $559K as of Q2 2026.
  • Strategies Wealth Advisors sold 437 Valero Energy shares in Q2 2026, an estimated $108K.
  • Valero Energy made up 0.05% of Strategies Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Strategies Wealth Advisors first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
  • Strategies Wealth Advisors's Valero Energy position peaked at $638K in Q1 2026.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.