VSM Wealth Advisory’s Valero Energy VLO Stock Holding History

VSM Wealth Advisory’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	$26K	Hold	100	–	–	0.01%	275
2026 Q1	$24.7K	Hold	100	–	–	0.01%	273
2025 Q4	$16.3K	Hold	100	–	–	﹤0.01%	283
2025 Q3	$17K	Hold	100	–	–	0.01%	291
2025 Q2	$13.4K	Hold	100	–	–	﹤0.01%	348
2025 Q1	$13.2K	Hold	100	–	–	﹤0.01%	321
2024 Q4	$12.3K	Buy	+100	New	+$13.4K	﹤0.01%	320

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

VSM Wealth Advisory's VLO Position: Q2 2026 in Review

VSM Wealth Advisory held its Valero Energy (VLO) position steady in Q2 2026 at 100 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #275.

VSM Wealth Advisory first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

VSM Wealth Advisory held 100 shares of Valero Energy worth $26K as of Q2 2026.
VSM Wealth Advisory left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #275 holding.
VSM Wealth Advisory first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.