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Symphony Financial’s Valero Energy VLO Stock Holding History

Symphony Financial’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 		$1.22M Sell
4,612
-271
-6% -$66.7K 0.13% 113
2026
Q1 		$1.23M Sell
4,883
-145
-3% -$29.9K 0.16% 102
2025
Q4 		$828K Buy
5,028
+11
+0.2% +$1.86K 0.11% 119
2025
Q3 		$855K Sell
5,017
-51
-1% -$7.61K 0.1% 121
2025
Q2 		$700K Buy
+5,068
New +$632K 0.09% 128
2025
Q1 		– Sell
-3,919
Closed -$547K – 218
2024
Q4 		$547K Sell
3,919
-249
-6% -$33.3K 0.09% 133
2024
Q3 		$567K Buy
4,168
+51
+1% +$7.41K 0.09% 136
2024
Q2 		$634K Sell
4,117
-175
-4% -$28.2K 0.12% 120
2024
Q1 		$733K Buy
4,292
+6
+0.1% +$860 0.17% 102
2023
Q4 		$554K Sell
4,286
-5,139
-55% -$654K 0.12% 129
2023
Q3 		$1.3M Buy
9,425
+91
+1% +$11.9K 0.32% 59
2023
Q2 		$1.09M Sell
9,334
-1,584
-15% -$184K 0.27% 74
2023
Q1 		$1.5M Buy
10,918
+4,503
+70% +$605K 0.39% 57
2022
Q4 		$767K Buy
6,415
+259
+4% +$32.5K 0.2% 96
2022
Q3 		$660K Buy
+6,156
New +$677K 0.22% 101

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

Symphony Financial's VLO Position: Q2 2026 in Review

Symphony Financial reduced its Valero Energy (VLO) stake by 5.5% in Q2 2026, selling an estimated $66.7K and leaving 4,612 shares worth $1.22M. The position accounts for 0.13% of the portfolio, ranked #113.

Symphony Financial first reported a position in VLO in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.5M in Q1 2023. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Symphony Financial held 4,612 shares of Valero Energy worth $1.22M as of Q2 2026.
  • Symphony Financial sold 271 Valero Energy shares in Q2 2026, an estimated $66.7K.
  • Valero Energy made up 0.13% of Symphony Financial's portfolio in Q2 2026, its #113 holding.
  • Symphony Financial first reported a position in Valero Energy in Q3 2022 and has held it in 15 quarters since.
  • Symphony Financial's Valero Energy position peaked at $1.5M in Q1 2023.
  • 1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.