Walser Wealth Management’s Valero Energy VLO Stock Holding History

Walser Wealth Management’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	$214K	Sell	820 -1	-0.1%	-$246	0.09%	205
2026 Q1	$203K	Buy	+821	New	+$169K	0.09%	178

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

Walser Wealth Management's VLO Position: Q2 2026 in Review

Walser Wealth Management reduced its Valero Energy (VLO) stake by 0.12% in Q2 2026, selling an estimated $246 and leaving 820 shares worth $214K. The position accounts for 0.09% of the portfolio, ranked #205.

Walser Wealth Management first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Walser Wealth Management held 820 shares of Valero Energy worth $214K as of Q2 2026.
Walser Wealth Management sold 1 Valero Energy share in Q2 2026, an estimated $246.
Valero Energy made up 0.09% of Walser Wealth Management's portfolio in Q2 2026, its #205 holding.
Walser Wealth Management first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.