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

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.