SP
VLO icon

Successful Portfolios’s Valero Energy VLO Stock Holding History

Successful Portfolios’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 		$249K Sell
885
-23
-3% -$5.66K 0.12% 163
2026
Q1 		$225K Buy
+908
New +$187K 0.12% 163
2023
Q2 		– Sell
-1,448
Closed -$202K – 192
2023
Q1 		$202K Buy
+1,448
New +$195K 0.13% 178

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

Successful Portfolios's VLO Position: Q2 2026 in Review

Successful Portfolios reduced its Valero Energy (VLO) stake by 2.5% in Q2 2026, selling an estimated $5.66K and leaving 885 shares worth $249K. The position accounts for 0.12% of the portfolio, ranked #163.

Successful Portfolios first reported a position in VLO in Q1 2023 and has held it in 3 quarters since. 1,974 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Successful Portfolios held 885 shares of Valero Energy worth $249K as of Q2 2026.
  • Successful Portfolios sold 23 Valero Energy shares in Q2 2026, an estimated $5.66K.
  • Valero Energy made up 0.12% of Successful Portfolios's portfolio in Q2 2026, its #163 holding.
  • Successful Portfolios first reported a position in Valero Energy in Q1 2023 and has held it in 3 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.