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Trifecta Capital Advisors’s Valero Energy VLO Stock Holding History

Trifecta Capital 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 		$261 Buy
+1
New +$246 ﹤0.01% 454
2025
Q4 		– Sell
-29
Closed -$4.94K – 438
2025
Q3 		$4.94K Hold
29
– – ﹤0.01% 269
2025
Q2 		$3.9K Sell
29
-105
-78% -$13.1K ﹤0.01% 279
2025
Q1 		$17.7K Buy
134
+105
+362% +$13.9K ﹤0.01% 194
2024
Q4 		$3.56K Hold
29
– – ﹤0.01% 247
2024
Q3 		$3.92K Hold
29
– – ﹤0.01% 251
2024
Q2 		$4.55K Hold
29
– – ﹤0.01% 247
2024
Q1 		$4.95K Hold
29
– – ﹤0.01% 231
2023
Q4 		$3.77K Hold
29
– – ﹤0.01% 271
2023
Q3 		$4.11K Hold
29
– – ﹤0.01% 245
2023
Q2 		$3.4K Hold
29
– – ﹤0.01% 248
2023
Q1 		$4.05K Hold
29
– – ﹤0.01% 233
2022
Q4 		$3.68K Buy
+29
New +$3.64K ﹤0.01% 239

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

Trifecta Capital Advisors's VLO Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Valero Energy (VLO) in Q2 2026: 1 share worth $261. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in VLO as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in VLO in Q4 2022 and has held it in 13 quarters since. The position peaked at $17.7K in Q1 2025. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Trifecta Capital Advisors held 1 share of Valero Energy worth $261 as of Q2 2026.
  • Valero Energy was a new Trifecta Capital Advisors position in Q2 2026.
  • Valero Energy made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #454 holding.
  • Trifecta Capital Advisors first reported a position in Valero Energy in Q4 2022 and has held it in 13 quarters since.
  • Trifecta Capital Advisors's Valero Energy position peaked at $17.7K in Q1 2025.
  • 1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.