TFC Financial Management’s Valero Energy VLO Stock Holding History

TFC Financial Management’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	$7.87K	Buy	30 +4	+15%	+$985	﹤0.01%	440
2026 Q1	$6.47K	Hold	26	–	–	﹤0.01%	431
2025 Q4	$4.26K	Hold	26	–	–	﹤0.01%	463
2025 Q3	$4.46K	Hold	26	–	–	﹤0.01%	468
2025 Q2	$3.52K	Sell	26 -8	-24%	-$997	﹤0.01%	453
2025 Q1	$4.52K	Hold	34	–	–	﹤0.01%	411
2024 Q4	$4.19K	Hold	34	–	–	﹤0.01%	431
2024 Q3	$4.62K	Sell	34 -2	-6%	-$290	﹤0.01%	425
2024 Q2	$5.67K	Hold	36	–	–	﹤0.01%	376
2024 Q1	$6.18K	Buy	36 +2	+6%	+$287	﹤0.01%	368
2023 Q4	$4.45K	Hold	34	–	–	﹤0.01%	388
2023 Q3	$4.85K	Hold	34	–	–	﹤0.01%	392
2023 Q2	$4.01K	Sell	34 -296	-90%	-$34.4K	﹤0.01%	386
2023 Q1	$46.1K	Buy	330 +306	+1,275%	+$41.1K	0.01%	238
2022 Q4	$3.07K	Hold	24	–	–	﹤0.01%	363
2022 Q3	$3K	Hold	24	–	–	﹤0.01%	386
2022 Q2	$3K	Hold	24	–	–	﹤0.01%	383
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	443
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	490
2021 Q3	$2K	Hold	24	–	–	﹤0.01%	481
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	473
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	463
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	536
2020 Q3	$1K	Buy	+24	New	+$1.26K	﹤0.01%	510

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TFC Financial Management's VLO Position: Q2 2026 in Review

TFC Financial Management increased its Valero Energy (VLO) stake by 15% in Q2 2026, buying an estimated $985 and bringing the position to 30 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

TFC Financial Management first reported a position in VLO in Q3 2020 and has held it in 24 quarters since. The position peaked at $46.1K in Q1 2023. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

TFC Financial Management held 30 shares of Valero Energy worth $7.87K as of Q2 2026.
TFC Financial Management bought 4 Valero Energy shares in Q2 2026, an estimated $985.
Valero Energy made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #440 holding.
TFC Financial Management first reported a position in Valero Energy in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Valero Energy position peaked at $46.1K in Q1 2023.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.