Turtle Creek Wealth Advisors’s Valero Energy VLO Stock Holding History

Turtle Creek 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	$372K	Sell	1,429 -302	-17%	-$74.4K	0.02%	317
2026 Q1	$428K	Buy	+1,731	New	+$357K	0.03%	258
2025 Q4	–	Sell	-1,204	Closed	-$205K	–	417
2025 Q3	$205K	Buy	+1,204	New	+$180K	0.02%	355
2024 Q1	–	Sell	-65	Closed	-$8.45K	–	790
2023 Q4	$8.45K	Buy	+65	New	+$8.27K	﹤0.01%	569

Other funds holding VLO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Turtle Creek Wealth Advisors's VLO Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Valero Energy (VLO) stake by 17% in Q2 2026, selling an estimated $74.4K and leaving 1,429 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #317.

Turtle Creek Wealth Advisors first reported a position in VLO in Q4 2023 and has held it in 4 quarters since. The position peaked at $428K in Q1 2026. 963 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Turtle Creek Wealth Advisors held 1,429 shares of Valero Energy worth $372K as of Q2 2026.
Turtle Creek Wealth Advisors sold 302 Valero Energy shares in Q2 2026, an estimated $74.4K.
Valero Energy made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #317 holding.
Turtle Creek Wealth Advisors first reported a position in Valero Energy in Q4 2023 and has held it in 4 quarters since.
Turtle Creek Wealth Advisors's Valero Energy position peaked at $428K in Q1 2026.
963 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.