VisionPoint Advisory Group’s Valero Energy VLO Stock Holding History

VisionPoint Advisory Group’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	$255K	Sell	979 -22	-2%	-$5.42K	0.04%	401
2026 Q1	$247K	Buy	+1,001	New	+$206K	0.05%	378
2023 Q4	–	Sell	-3	Closed	-$425	–	890
2023 Q3	$425	Buy	3 +1	+50%	+$131	﹤0.01%	635
2023 Q2	$235	Buy	+2	New	+$232	﹤0.01%	588

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

VisionPoint Advisory Group's VLO Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Valero Energy (VLO) stake by 2.2% in Q2 2026, selling an estimated $5.42K and leaving 979 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #401.

VisionPoint Advisory Group first reported a position in VLO in Q2 2023 and has held it in 4 quarters since. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

VisionPoint Advisory Group held 979 shares of Valero Energy worth $255K as of Q2 2026.
VisionPoint Advisory Group sold 22 Valero Energy shares in Q2 2026, an estimated $5.42K.
Valero Energy made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #401 holding.
VisionPoint Advisory Group first reported a position in Valero Energy in Q2 2023 and has held it in 4 quarters since.
1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.