TRUE Private Wealth Advisors’s Valero Energy VLO Stock Holding History

TRUE Private Wealth 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	$271K	Sell	1,042 -24	-2%	-$5.91K	0.02%	236
2026 Q1	$263K	Buy	+1,066	New	+$220K	0.03%	232
2021 Q1	–	Sell	-56	Closed	-$3K	–	684
2020 Q4	$3K	Hold	56	–	–	﹤0.01%	648
2020 Q3	$2K	Hold	56	–	–	﹤0.01%	638
2020 Q2	$3K	Hold	56	–	–	﹤0.01%	607
2020 Q1	$2K	Sell	56 -74	-57%	-$5.38K	﹤0.01%	618
2019 Q4	$12K	Buy	+130	New	+$12.3K	﹤0.01%	576
2019 Q3	–	Sell	-208	Closed	-$17K	–	694
2019 Q2	$17K	Buy	+208	New	+$17.2K	﹤0.01%	480
2018 Q4	–	Sell	-1,484	Closed	-$169K	–	883
2018 Q3	$169K	Buy	+1,484	New	+$169K	0.02%	286

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

TRUE Private Wealth Advisors's VLO Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Valero Energy (VLO) stake by 2.3% in Q2 2026, selling an estimated $5.91K and leaving 1,042 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #236.

TRUE Private Wealth Advisors first reported a position in VLO in Q3 2018 and has held it in 9 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

TRUE Private Wealth Advisors held 1,042 shares of Valero Energy worth $271K as of Q2 2026.
TRUE Private Wealth Advisors sold 24 Valero Energy shares in Q2 2026, an estimated $5.91K.
Valero Energy made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #236 holding.
TRUE Private Wealth Advisors first reported a position in Valero Energy in Q3 2018 and has held it in 9 quarters since.
1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.