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True Wealth Design’s Valero Energy VLO Stock Holding History

True Wealth Design’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 		$53.7K Buy
206
+81
+65% +$19.9K 0.01% 461
2026
Q1 		$30.9K Buy
125
+29
+30% +$5.98K 0.01% 547
2025
Q4 		$15.7K Sell
96
-3
-3% -$508 ﹤0.01% 690
2025
Q3 		$16.9K Buy
99
+33
+50% +$4.92K 0.01% 665
2025
Q2 		$8.91K Sell
66
-327
-83% -$40.7K ﹤0.01% 620
2025
Q1 		$51.9K Buy
393
+344
+702% +$45.6K 0.02% 178
2024
Q4 		$6.04K Sell
49
-227
-82% -$30.4K ﹤0.01% 501
2024
Q3 		$37.3K Buy
276
+183
+197% +$26.6K 0.01% 195
2024
Q2 		$14.6K Buy
93
+9
+11% +$1.45K ﹤0.01% 225
2024
Q1 		$14.4K Buy
84
+7
+9% +$1K ﹤0.01% 234
2023
Q4 		$9.96K Buy
77
+3
+4% +$382 ﹤0.01% 230
2023
Q3 		$10.5K Buy
74
+1
+1% +$131 ﹤0.01% 204
2023
Q2 		$8.52K Sell
73
-5,814
-99% -$676K ﹤0.01% 220
2023
Q1 		$822K Buy
5,887
+5,815
+8,076% +$781K 0.34% 53
2022
Q4 		$9.07K Buy
+72
New +$9.04K ﹤0.01% 226

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

True Wealth Design's VLO Position: Q2 2026 in Review

True Wealth Design increased its Valero Energy (VLO) stake by 65% in Q2 2026, buying an estimated $19.9K and bringing the position to 206 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #461.

True Wealth Design first reported a position in VLO in Q4 2022 and has held it in 15 quarters since. The position peaked at $822K in Q1 2023. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • True Wealth Design held 206 shares of Valero Energy worth $53.7K as of Q2 2026.
  • True Wealth Design bought 81 Valero Energy shares in Q2 2026, an estimated $19.9K.
  • Valero Energy made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #461 holding.
  • True Wealth Design first reported a position in Valero Energy in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Valero Energy position peaked at $822K in Q1 2023.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.