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Twin Peaks Wealth Advisors’s Valero Energy VLO Stock Holding History

Twin Peaks 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 		– Sell
-464
Closed -$115K – 2131
2026
Q1 		$115K Buy
+464
New +$95.7K 0.03% 268
2025
Q3 		– Sell
-389
Closed -$51.9K – 2058
2025
Q2 		$51.9K Buy
+389
New +$48.5K 0.02% 342

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

Twin Peaks Wealth Advisors's VLO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 464 shares — an estimated $115K sold.

Twin Peaks Wealth Advisors first reported a position in VLO in Q2 2025 and held it in 2 quarters. The position peaked at $115K in Q1 2026. 1,983 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 464 Valero Energy shares in Q2 2026, an estimated $115K.
  • Twin Peaks Wealth Advisors first reported a position in Valero Energy in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Valero Energy position peaked at $115K in Q1 2026.
  • 1,983 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.