Valmark Advisers’s Valero Energy VLO Stock Holding History

Valmark Advisers’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	$259K	Buy	994 +17	+2%	+$4.19K	﹤0.01%	650
2026 Q1	$241K	Buy	+977	New	+$201K	﹤0.01%	626
2024 Q3	–	Sell	-1,412	Closed	-$221K	–	600
2024 Q2	$221K	Buy	1,412 +133	+10%	+$21.5K	﹤0.01%	532
2024 Q1	$218K	Buy	+1,279	New	+$183K	﹤0.01%	512
2023 Q4	–	Sell	-1,629	Closed	-$231K	–	509
2023 Q3	$231K	Buy	+1,629	New	+$213K	﹤0.01%	441
2023 Q2	–	Sell	-1,615	Closed	-$225K	–	492
2023 Q1	$225K	Buy	1,615 +36	+2%	+$4.84K	﹤0.01%	438
2022 Q4	$200K	Buy	+1,579	New	+$198K	﹤0.01%	437

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valmark Advisers's VLO Position: Q2 2026 in Review

Valmark Advisers increased its Valero Energy (VLO) stake by 1.7% in Q2 2026, buying an estimated $4.19K and bringing the position to 994 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Valmark Advisers first reported a position in VLO in Q4 2022 and has held it in 7 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Valmark Advisers held 994 shares of Valero Energy worth $259K as of Q2 2026.
Valmark Advisers bought 17 Valero Energy shares in Q2 2026, an estimated $4.19K.
Valero Energy made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #650 holding.
Valmark Advisers first reported a position in Valero Energy in Q4 2022 and has held it in 7 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.