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Sunrise Financial Services’s Valero Energy VLO Stock Holding History

Sunrise Financial Services’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 		$8.6K Buy
+33
New +$8.13K 0.01% 244
2026
Q1 		– Sell
-33
Closed -$5.37K – 637
2025
Q4 		$5.37K Buy
+33
New +$5.59K ﹤0.01% 249

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

Sunrise Financial Services's VLO Position: Q2 2026 in Review

Sunrise Financial Services opened a new position in Valero Energy (VLO) in Q2 2026: 33 shares worth $8.6K. The stake represents 0.01% of the portfolio and ranks #244 among its holdings. This is a return to the name: Sunrise Financial Services previously reported a position in VLO as recently as Q4 2025.

Sunrise Financial Services first reported a position in VLO in Q4 2025 and has held it in 2 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Sunrise Financial Services held 33 shares of Valero Energy worth $8.6K as of Q2 2026.
  • Valero Energy was a new Sunrise Financial Services position in Q2 2026.
  • Valero Energy made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #244 holding.
  • Sunrise Financial Services first reported a position in Valero Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.