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Trueblood Wealth Management’s Valero Energy VLO Stock Holding History

Trueblood Wealth Management’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 		$323K Buy
1,240
+2
+0.2% +$492 0.11% 203
2026
Q1 		$306K Buy
1,238
+2
+0.2% +$412 0.12% 202
2025
Q4 		$201K Sell
1,236
-339
-22% -$57.4K 0.08% 247
2025
Q3 		$268K Buy
1,575
+38
+2% +$5.67K 0.1% 215
2025
Q2 		$207K Sell
1,537
-25
-2% -$3.12K 0.09% 239
2025
Q1 		$206K Sell
1,562
-79
-5% -$10.5K 0.1% 226
2024
Q4 		$201K Hold
1,641
– – 0.1% 221
2024
Q3 		$222K Sell
1,641
-107
-6% -$15.5K 0.11% 210
2024
Q2 		$274K Sell
1,748
-25
-1% -$4.03K 0.15% 175
2024
Q1 		$303K Buy
1,773
+167
+10% +$23.9K 0.17% 155
2023
Q4 		$209K Buy
+1,606
New +$204K 0.13% 198

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

Trueblood Wealth Management's VLO Position: Q2 2026 in Review

Trueblood Wealth Management increased its Valero Energy (VLO) stake by 0.16% in Q2 2026, buying an estimated $492 and bringing the position to 1,240 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #203.

Trueblood Wealth Management first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Trueblood Wealth Management held 1,240 shares of Valero Energy worth $323K as of Q2 2026.
  • Trueblood Wealth Management bought 2 Valero Energy shares in Q2 2026, an estimated $492.
  • Valero Energy made up 0.11% of Trueblood Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Trueblood Wealth Management first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.