Triad Wealth Partners’s Valero Energy VLO Stock Holding History

Triad Wealth Partners’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	$5.28M	Sell	17,157 -931	-5%	-$229K	0.31%	60
2026 Q1	$4.47M	Sell	18,088 -520	-3%	-$107K	0.35%	64
2025 Q4	$3.03M	Buy	18,608 +8,999	+94%	+$1.52M	0.29%	72
2025 Q3	$1.64M	Buy	+9,609	New	+$1.43M	0.21%	79
2024 Q3	–	Sell	-251	Closed	-$39.4K	–	899
2024 Q2	$39.4K	Buy	+251	New	+$40.5K	0.02%	261

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

Triad Wealth Partners's VLO Position: Q2 2026 in Review

Triad Wealth Partners reduced its Valero Energy (VLO) stake by 5.1% in Q2 2026, selling an estimated $229K and leaving 17,157 shares worth $5.28M. The position accounts for 0.31% of the portfolio, ranked #60.

Triad Wealth Partners first reported a position in VLO in Q2 2024 and has held it in 5 quarters since. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Triad Wealth Partners held 17,157 shares of Valero Energy worth $5.28M as of Q2 2026.
Triad Wealth Partners sold 931 Valero Energy shares in Q2 2026, an estimated $229K.
Valero Energy made up 0.31% of Triad Wealth Partners's portfolio in Q2 2026, its #60 holding.
Triad Wealth Partners first reported a position in Valero Energy in Q2 2024 and has held it in 5 quarters since.
1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.