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Turning Point Benefit Group’s Valero Energy VLO Stock Holding History

Turning Point Benefit Group’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 		$1.69M Buy
6,455
+654
+11% +$161K 0.73% 38
2026
Q1 		$1.42M Sell
5,801
-306
-5% -$63.1K 0.91% 26
2025
Q4 		$994K Buy
6,107
+594
+11% +$101K 0.52% 38
2025
Q3 		$924K Buy
5,513
+454
+9% +$67.7K 0.56% 38
2025
Q2 		$680K Buy
5,059
+489
+11% +$60.9K 0.52% 40
2025
Q1 		$487K Buy
4,570
+1,677
+58% +$223K 0.46% 31
2024
Q4 		$386K Buy
+2,893
New +$387K 0.37% 38

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

Turning Point Benefit Group's VLO Position: Q2 2026 in Review

Turning Point Benefit Group increased its Valero Energy (VLO) stake by 11% in Q2 2026, buying an estimated $161K and bringing the position to 6,455 shares worth $1.69M. The position accounts for 0.73% of the portfolio, ranked #38.

Turning Point Benefit Group first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Turning Point Benefit Group held 6,455 shares of Valero Energy worth $1.69M as of Q2 2026.
  • Turning Point Benefit Group bought 654 Valero Energy shares in Q2 2026, an estimated $161K.
  • Valero Energy made up 0.73% of Turning Point Benefit Group's portfolio in Q2 2026, its #38 holding.
  • Turning Point Benefit Group first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.