V
VLO icon

ViaWealth’s Valero Energy VLO Stock Holding History

ViaWealth’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 		$2.79M Sell
10,731
-1,365
-11% -$336K 1.41% 14
2026
Q1 		$2.99M Sell
12,096
-463
-4% -$95.5K 1.66% 12
2025
Q4 		$2.04M Sell
12,559
-1
-0% -$169 1.15% 21
2025
Q3 		$2.14M Sell
12,560
-12
-0.1% -$1.79K 1.17% 19
2025
Q2 		$1.69M Buy
12,572
+378
+3% +$47.1K 1% 27
2025
Q1 		$1.61M Sell
12,194
-99
-0.8% -$13.1K 0.99% 27
2024
Q4 		$1.51M Buy
12,293
+167
+1% +$22.3K 0.91% 30
2024
Q3 		$1.64M Buy
12,126
+97
+0.8% +$14.1K 0.95% 27
2024
Q2 		$1.89M Sell
12,029
-39
-0.3% -$6.29K 1.17% 22
2024
Q1 		$2.06M Sell
12,068
-151
-1% -$21.6K 1.29% 21
2023
Q4 		$1.59M Buy
12,219
+626
+5% +$79.6K 1.09% 22
2023
Q3 		$1.64M Sell
11,593
-55
-0.5% -$7.21K 1.21% 20
2023
Q2 		$1.37M Buy
11,648
+96
+0.8% +$11.2K 1.02% 23
2023
Q1 		$1.61M Sell
11,552
-848
-7% -$114K 1.28% 20
2022
Q4 		$1.59M Buy
+12,400
New +$1.56M 1.31% 18

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

ViaWealth's VLO Position: Q2 2026 in Review

ViaWealth reduced its Valero Energy (VLO) stake by 11% in Q2 2026, selling an estimated $336K and leaving 10,731 shares worth $2.79M. The position accounts for 1.41% of the portfolio, ranked #14.

ViaWealth first reported a position in VLO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.99M in Q1 2026. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • ViaWealth held 10,731 shares of Valero Energy worth $2.79M as of Q2 2026.
  • ViaWealth sold 1,365 Valero Energy shares in Q2 2026, an estimated $336K.
  • Valero Energy made up 1.41% of ViaWealth's portfolio in Q2 2026, its #14 holding.
  • ViaWealth first reported a position in Valero Energy in Q4 2022 and has held it in 15 quarters since.
  • ViaWealth's Valero Energy position peaked at $2.99M in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.