Valeo Financial Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.1M | Buy |
8,044
+1,672
| +26% | +$412K | 0.04% | 173 |
|
|
2026
Q1 | $1.57M | Sell |
6,372
-1,234
| -16% | -$254K | 0.04% | 189 |
|
|
2025
Q4 | $1.24M | Buy |
7,606
+227
| +3% | +$38.5K | 0.03% | 260 |
|
|
2025
Q3 | $1.26M | Buy |
7,379
+186
| +3% | +$27.7K | 0.03% | 251 |
|
|
2025
Q2 | $967K | Buy |
7,193
+4,655
| +183% | +$580K | 0.02% | 307 |
|
|
2025
Q1 | $335K | Sell |
2,538
-214
| -8% | -$28.4K | 0.01% | 505 |
|
|
2024
Q4 | $337K | Sell |
2,752
-545
| -17% | -$72.9K | 0.01% | 507 |
|
|
2024
Q3 | $445K | Sell |
3,297
-505
| -13% | -$73.3K | 0.01% | 437 |
|
|
2024
Q2 | $596K | Buy |
3,802
+526
| +16% | +$84.9K | 0.02% | 341 |
|
|
2024
Q1 | $547K | Buy |
3,276
+648
| +25% | +$92.8K | 0.02% | 351 |
|
|
2023
Q4 | $342K | Sell |
2,628
-72
| -3% | -$9.16K | 0.01% | 454 |
|
|
2023
Q3 | $383K | Buy |
+2,700
| New | +$354K | 0.02% | 395 |
|
|
2023
Q2 | – | Sell |
-2,516
| Closed | -$351K | – | 677 |
|
|
2023
Q1 | $351K | Buy |
+2,516
| New | +$338K | 0.02% | 400 |
|
|
2021
Q2 | – | Sell |
-384
| Closed | -$27K | – | 1785 |
|
|
2021
Q1 | $27K | Buy |
384
+34
| +10% | +$2.31K | ﹤0.01% | 1071 |
|
|
2020
Q4 | $20K | Sell |
350
-617
| -64% | -$30.3K | ﹤0.01% | 1031 |
|
|
2020
Q3 | $42K | Buy |
967
+208
| +27% | +$10.9K | ﹤0.01% | 714 |
|
|
2020
Q2 | $45K | Sell |
759
-402
| -35% | -$24K | ﹤0.01% | 773 |
|
|
2020
Q1 | $57K | Sell |
1,161
-1,135
| -49% | -$82.5K | 0.01% | 560 |
|
|
2019
Q4 | $215K | Buy |
2,296
+247
| +12% | +$23.3K | 0.02% | 310 |
|
|
2019
Q3 | $174K | Buy |
2,049
+382
| +23% | +$30.9K | 0.02% | 322 |
|
|
2019
Q2 | $143K | Buy |
1,667
+283
| +20% | +$23.4K | 0.02% | 362 |
|
|
2019
Q1 | $117K | Buy |
1,384
+116
| +9% | +$9.59K | 0.01% | 384 |
|
|
2018
Q4 | $95K | Sell |
1,268
-23
| -2% | -$2.02K | 0.01% | 391 |
|
|
2018
Q3 | $117K | Sell |
1,291
-277
| -18% | -$31.5K | 0.02% | 371 |
|
|
2018
Q2 | $180K | Buy |
1,568
+382
| +32% | +$42.9K | 0.03% | 297 |
|
|
2018
Q1 | $110K | Sell |
1,186
-196
| -14% | -$18.3K | 0.02% | 352 |
|
|
2017
Q4 | $127K | Buy |
1,382
+118
| +9% | +$9.73K | 0.02% | 299 |
|
|
2017
Q3 | $97K | Buy |
+1,264
| New | +$87K | 0.02% | 296 |
|
Other funds holding VLO
Valeo Financial Advisors's VLO Position: Q2 2026 in Review
Valeo Financial Advisors increased its Valero Energy (VLO) stake by 26% in Q2 2026, buying an estimated $412K and bringing the position to 8,044 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #173.
Valeo Financial Advisors first reported a position in VLO in Q3 2017 and has held it in 28 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Valeo Financial Advisors held 8,044 shares of Valero Energy worth $2.1M as of Q2 2026.
- Valeo Financial Advisors bought 1,672 Valero Energy shares in Q2 2026, an estimated $412K.
- Valero Energy made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #173 holding.
- Valeo Financial Advisors first reported a position in Valero Energy in Q3 2017 and has held it in 28 quarters since.
- 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.