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Traphagen Investment Advisors’s Valero Energy VLO Stock Holding History

Traphagen Investment Advisors’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 		$313K Buy
1,203
+2
+0.2% +$492 0.02% 163
2026
Q1 		$297K Buy
+1,201
New +$248K 0.02% 155
2025
Q4 		– Sell
-1,179
Closed -$201K – 204
2025
Q3 		$201K Buy
+1,179
New +$176K 0.02% 186

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 $3.38T AUM 44.17% 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

Traphagen Investment Advisors's VLO Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Valero Energy (VLO) stake by 0.17% in Q2 2026, buying an estimated $492 and bringing the position to 1,203 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #163.

Traphagen Investment Advisors first reported a position in VLO in Q3 2025 and has held it in 3 quarters since. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Traphagen Investment Advisors held 1,203 shares of Valero Energy worth $313K as of Q2 2026.
  • Traphagen Investment Advisors bought 2 Valero Energy shares in Q2 2026, an estimated $492.
  • Valero Energy made up 0.02% of Traphagen Investment Advisors's portfolio in Q2 2026, its #163 holding.
  • Traphagen Investment Advisors first reported a position in Valero Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.