RAFFA WEALTH MANAGEMENT, LLC’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 | $29.7K | Sell |
114
-43
| -27% | -$10.6K | ﹤0.01% | 230 |
|
|
2026
Q1 | $38.8K | Buy |
157
+3
| +2% | +$618 | 0.01% | 190 |
|
|
2025
Q4 | $25.1K | Buy |
154
+10
| +7% | +$1.69K | ﹤0.01% | 238 |
|
|
2025
Q3 | $24.5K | Buy |
144
+8
| +6% | +$1.19K | ﹤0.01% | 236 |
|
|
2025
Q2 | $18.3K | Buy |
136
+21
| +18% | +$2.62K | ﹤0.01% | 283 |
|
|
2025
Q1 | $15.2K | Sell |
115
-38
| -25% | -$5.04K | ﹤0.01% | 253 |
|
|
2024
Q4 | $18.8K | Hold |
153
| – | – | ﹤0.01% | 237 |
|
|
2024
Q3 | $20.7K | Hold |
153
| – | – | 0.01% | 220 |
|
|
2024
Q2 | $24K | Hold |
153
| – | – | 0.01% | 287 |
|
|
2024
Q1 | $26.1K | Sell |
153
-26
| -15% | -$3.73K | 0.01% | 260 |
|
|
2023
Q4 | $23.3K | Sell |
179
-18
| -9% | -$2.29K | 0.01% | 197 |
|
|
2023
Q3 | $27.9K | Hold |
197
| – | – | 0.01% | 167 |
|
|
2023
Q2 | $23.1K | Hold |
197
| – | – | 0.01% | 190 |
|
|
2023
Q1 | $27.5K | Buy |
197
+17
| +9% | +$2.28K | 0.01% | 188 |
|
|
2022
Q4 | $22.8K | Hold |
180
| – | – | 0.01% | 193 |
|
|
2022
Q3 | $19.2K | Hold |
180
| – | – | 0.01% | 205 |
|
|
2022
Q2 | $19.1K | Hold |
180
| – | – | 0.01% | 210 |
|
|
2022
Q1 | $18.3K | Hold |
180
| – | – | 0.01% | 224 |
|
|
2021
Q4 | $13.5K | Hold |
180
| – | – | ﹤0.01% | 262 |
|
|
2021
Q3 | $12.7K | Buy |
180
+102
| +131% | +$6.79K | ﹤0.01% | 230 |
|
|
2021
Q2 | $6.09K | Hold |
78
| – | – | ﹤0.01% | 337 |
|
|
2021
Q1 | $5.58K | Buy |
78
+12
| +18% | +$816 | ﹤0.01% | 383 |
|
|
2020
Q4 | $3.73K | Hold |
66
| – | – | ﹤0.01% | 414 |
|
|
2020
Q3 | $2.86K | Hold |
66
| – | – | ﹤0.01% | 419 |
|
|
2020
Q2 | $3.88K | Hold |
66
| – | – | ﹤0.01% | 358 |
|
|
2020
Q1 | $2.99K | Hold |
66
| – | – | ﹤0.01% | 348 |
|
|
2019
Q4 | $6.18K | Hold |
66
| – | – | ﹤0.01% | 257 |
|
|
2019
Q3 | $5.63K | Buy |
+66
| New | +$5.34K | ﹤0.01% | 264 |
|
|
2019
Q2 | – | Sell |
-66
| Closed | -$5.6K | – | 1368 |
|
|
2019
Q1 | $5.6K | Hold |
66
| – | – | ﹤0.01% | 220 |
|
|
2018
Q4 | $4.95K | Hold |
66
| – | – | ﹤0.01% | 244 |
|
|
2018
Q3 | $7.51K | Hold |
66
| – | – | ﹤0.01% | 233 |
|
|
2018
Q2 | $7.32K | Hold |
66
| – | – | ﹤0.01% | 223 |
|
|
2018
Q1 | $6.12K | Buy |
+66
| New | +$6.16K | ﹤0.01% | 232 |
|
|
2017
Q1 | – | Sell |
-13
| Closed | -$888 | – | 845 |
|
|
2016
Q4 | $888 | Hold |
13
| – | – | ﹤0.01% | 473 |
|
|
2016
Q3 | $689 | Hold |
13
| – | – | ﹤0.01% | 564 |
|
|
2016
Q2 | $663 | Hold |
13
| – | – | ﹤0.01% | 552 |
|
|
2016
Q1 | $834 | Hold |
13
| – | – | ﹤0.01% | 457 |
|
|
2015
Q4 | $919 | Hold |
13
| – | – | ﹤0.01% | 416 |
|
|
2015
Q3 | $781 | Hold |
13
| – | – | ﹤0.01% | 464 |
|
|
2015
Q2 | $814 | Hold |
13
| – | – | ﹤0.01% | 452 |
|
|
2015
Q1 | $827 | Hold |
13
| – | – | ﹤0.01% | 453 |
|
|
2014
Q4 | $644 | Hold |
13
| – | – | ﹤0.01% | 544 |
|
|
2014
Q3 | $602 | Buy |
+13
| New | +$656 | ﹤0.01% | 520 |
|
|
2014
Q1 | – | Sell |
-13
| Closed | -$644 | – | 723 |
|
|
2013
Q4 | $644 | Buy |
+13
| New | +$548 | ﹤0.01% | 544 |
|
Other funds holding VLO
MBI
ORIO
FWIA
CFB
CTB
ELI
AIM
RAFFA WEALTH MANAGEMENT, LLC's VLO Position: Q2 2026 in Review
RAFFA WEALTH MANAGEMENT, LLC reduced its Valero Energy (VLO) stake by 27% in Q2 2026, selling an estimated $10.6K and leaving 114 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #230.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in VLO in Q4 2013 and has held it in 44 quarters since. The position peaked at $38.8K in Q1 2026. 662 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- RAFFA WEALTH MANAGEMENT, LLC held 114 shares of Valero Energy worth $29.7K as of Q2 2026.
- RAFFA WEALTH MANAGEMENT, LLC sold 43 Valero Energy shares in Q2 2026, an estimated $10.6K.
- Valero Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #230 holding.
- RAFFA WEALTH MANAGEMENT, LLC first reported a position in Valero Energy in Q4 2013 and has held it in 44 quarters since.
- RAFFA WEALTH MANAGEMENT, LLC's Valero Energy position peaked at $38.8K in Q1 2026.
- 662 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.