Unique Wealth Strategies’s Valero Energy VLO Stock Holding History

Unique Wealth Strategies’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	$672K	Sell	2,580 -253	-9%	-$62.3K	0.24%	111
2026 Q1	$700K	Sell	2,833 -579	-17%	-$119K	0.28%	83
2025 Q4	$555K	Buy	+3,412	New	+$578K	0.22%	150
2025 Q1	–	Sell	-3,899	Closed	-$478K	–	223
2024 Q4	$478K	Buy	3,899 +664	+21%	+$88.8K	0.21%	153
2024 Q3	$437K	Buy	3,235 +3,209	+12,342%	+$466K	0.18%	169
2024 Q2	$4.44K	Buy	+26	New	+$4.2K	﹤0.01%	397

Other funds holding VLO

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

MBI

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Unique Wealth Strategies's VLO Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Valero Energy (VLO) stake by 8.9% in Q2 2026, selling an estimated $62.3K and leaving 2,580 shares worth $672K. The position accounts for 0.24% of the portfolio, ranked #111.

Unique Wealth Strategies first reported a position in VLO in Q2 2024 and has held it in 6 quarters since. The position peaked at $700K in Q1 2026. 543 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Unique Wealth Strategies held 2,580 shares of Valero Energy worth $672K as of Q2 2026.
Unique Wealth Strategies sold 253 Valero Energy shares in Q2 2026, an estimated $62.3K.
Valero Energy made up 0.24% of Unique Wealth Strategies's portfolio in Q2 2026, its #111 holding.
Unique Wealth Strategies first reported a position in Valero Energy in Q2 2024 and has held it in 6 quarters since.
Unique Wealth Strategies's Valero Energy position peaked at $700K in Q1 2026.
543 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.