SGWP
VLO icon

Sun Group Wealth Partners’s Valero Energy VLO Stock Holding History

Sun Group 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 		$852K Sell
3,273
-254
-7% -$62.5K 0.58% 37
2026
Q1 		$871K Buy
3,527
+624
+21% +$129K 0.69% 30
2025
Q4 		$473K Buy
+2,903
New +$492K 0.38% 39

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

Sun Group Wealth Partners's VLO Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its Valero Energy (VLO) stake by 7.2% in Q2 2026, selling an estimated $62.5K and leaving 3,273 shares worth $852K. The position accounts for 0.58% of the portfolio, ranked #37.

Sun Group Wealth Partners first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $871K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Sun Group Wealth Partners held 3,273 shares of Valero Energy worth $852K as of Q2 2026.
  • Sun Group Wealth Partners sold 254 Valero Energy shares in Q2 2026, an estimated $62.5K.
  • Valero Energy made up 0.58% of Sun Group Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • Sun Group Wealth Partners first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
  • Sun Group Wealth Partners's Valero Energy position peaked at $871K in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.