Transamerica Financial Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $913K | Sell |
3,504
-581
| -14% | -$143K | 0.08% | 220 |
|
|
2026
Q1 | $1.01M | Sell |
4,085
-472
| -10% | -$97.3K | 0.09% | 207 |
|
|
2025
Q4 | $742K | Sell |
4,557
-667
| -13% | -$113K | 0.06% | 231 |
|
|
2025
Q3 | $889K | Sell |
5,224
-1,373
| -21% | -$205K | 0.07% | 185 |
|
|
2025
Q2 | $887K | Sell |
6,597
-113
| -2% | -$14.1K | 0.08% | 167 |
|
|
2025
Q1 | $887K | Buy |
6,710
+5,322
| +383% | +$706K | 0.09% | 169 |
|
|
2024
Q4 | $171K | Buy |
1,388
+5
| +0.4% | +$669 | 0.02% | 227 |
|
|
2024
Q3 | $187K | Buy |
1,383
+453
| +49% | +$65.8K | 0.02% | 231 |
|
|
2024
Q2 | $146K | Hold |
930
| – | – | 0.02% | 211 |
|
|
2024
Q1 | $159K | Sell |
930
-48
| -5% | -$6.88K | 0.02% | 226 |
|
|
2023
Q4 | $128K | Sell |
978
-176
| -15% | -$22.4K | 0.02% | 261 |
|
|
2023
Q3 | $164K | Buy |
1,154
+10
| +0.9% | +$1.31K | 0.02% | 227 |
|
|
2023
Q2 | $135K | Sell |
1,144
-3,511
| -75% | -$408K | 0.02% | 239 |
|
|
2023
Q1 | $650K | Buy |
4,655
+3,391
| +268% | +$456K | 0.09% | 157 |
|
|
2022
Q4 | $161K | Sell |
1,264
-3,824
| -75% | -$480K | 0.02% | 233 |
|
|
2022
Q3 | $544K | Sell |
5,088
-4,107
| -45% | -$452K | 0.08% | 151 |
|
|
2022
Q2 | $978K | Buy |
+9,195
| New | +$1.09M | 0.14% | 117 |
|
|
2020
Q3 | – | Sell |
-3,352
| Closed | -$198K | – | 480 |
|
|
2020
Q2 | $198K | Buy |
+3,352
| New | +$200K | 0.04% | 169 |
|
|
2019
Q3 | – | Sell |
-2,877
| Closed | -$247K | – | 509 |
|
|
2019
Q2 | $247K | Buy |
+2,877
| New | +$238K | 0.05% | 152 |
|
|
2019
Q1 | – | Sell |
-3,745
| Closed | -$281K | – | 445 |
|
|
2018
Q4 | $281K | Sell |
3,745
-9,544
| -72% | -$838K | 0.07% | 138 |
|
|
2018
Q3 | $1.51M | Sell |
13,289
-245
| -2% | -$27.8K | 0.32% | 75 |
|
|
2018
Q2 | $1.5M | Sell |
13,534
-20,915
| -61% | -$2.35M | 0.33% | 72 |
|
|
2018
Q1 | $3.2M | Buy |
34,449
+2,448
| +8% | +$229K | 0.47% | 77 |
|
|
2017
Q4 | $2.94M | Sell |
32,001
-405
| -1% | -$33.4K | 0.39% | 82 |
|
|
2017
Q3 | $2.49M | Buy |
32,406
+23,666
| +271% | +$1.63M | 0.31% | 98 |
|
|
2017
Q2 | $590K | Buy |
+8,740
| New | +$567K | 0.08% | 174 |
|
|
2016
Q2 | – | Sell |
-1,300
| Closed | -$84K | – | 699 |
|
|
2016
Q1 | $84K | Buy |
1,300
+200
| +18% | +$12.7K | 0.01% | 326 |
|
|
2015
Q4 | $78K | Buy |
1,100
+300
| +38% | +$20.4K | 0.01% | 361 |
|
|
2015
Q3 | $49K | Sell |
800
-800
| -50% | -$50.8K | ﹤0.01% | 389 |
|
|
2015
Q2 | $101K | Buy |
1,600
+260
| +19% | +$15.4K | 0.01% | 382 |
|
|
2015
Q1 | $86K | Hold |
1,340
| – | – | 0.01% | 381 |
|
|
2014
Q4 | $67K | Hold |
1,340
| – | – | 0.01% | 343 |
|
|
2014
Q3 | $63K | Hold |
1,340
| – | – | 0.01% | 328 |
|
|
2014
Q2 | $68K | Hold |
1,340
| – | – | 0.01% | 348 |
|
|
2014
Q1 | $72K | Hold |
1,340
| – | – | 0.01% | 326 |
|
|
2013
Q4 | $68K | Sell |
1,340
-460
| -26% | -$19.4K | 0.01% | 321 |
|
|
2013
Q3 | $62K | Hold |
1,800
| – | – | 0.01% | 300 |
|
|
2013
Q2 | $63K | Buy |
+1,800
| New | +$68.6K | 0.01% | 261 |
|
Other funds holding VLO
Transamerica Financial Advisors's VLO Position: Q2 2026 in Review
Transamerica Financial Advisors reduced its Valero Energy (VLO) stake by 14% in Q2 2026, selling an estimated $143K and leaving 3,504 shares worth $913K. The position accounts for 0.08% of the portfolio, ranked #220.
Transamerica Financial Advisors first reported a position in VLO in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.2M in Q1 2018. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Transamerica Financial Advisors held 3,504 shares of Valero Energy worth $913K as of Q2 2026.
- Transamerica Financial Advisors sold 581 Valero Energy shares in Q2 2026, an estimated $143K.
- Valero Energy made up 0.08% of Transamerica Financial Advisors's portfolio in Q2 2026, its #220 holding.
- Transamerica Financial Advisors first reported a position in Valero Energy in Q2 2013 and has held it in 38 quarters since.
- Transamerica Financial Advisors's Valero Energy position peaked at $3.2M in Q1 2018.
- 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.