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Waverly Advisors’s Valero Energy VLO Stock Holding History

Waverly Advisors’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 		$3.59M Sell
13,768
-3,131
-19% -$771K 0.02% 545
2026
Q1 		$4.18M Buy
16,899
+4,480
+36% +$924K 0.03% 451
2025
Q4 		$2.02M Buy
12,419
+5,309
+75% +$899K 0.02% 597
2025
Q3 		$1.21M Buy
7,110
+343
+5% +$51.2K 0.01% 600
2025
Q2 		$910K Buy
6,767
+268
+4% +$33.4K 0.01% 639
2025
Q1 		$858K Buy
6,499
+207
+3% +$27.5K 0.01% 639
2024
Q4 		$771K Buy
6,292
+2,433
+63% +$325K 0.01% 579
2024
Q3 		$521K Sell
3,859
-23
-0.6% -$3.34K 0.01% 577
2024
Q2 		$608K Sell
3,882
-643
-14% -$104K 0.01% 530
2024
Q1 		$772K Buy
4,525
+1,979
+78% +$284K 0.02% 410
2023
Q4 		$331K Buy
+2,546
New +$324K 0.01% 343
2014
Q1 		– Sell
-142
Closed -$7K – 835
2013
Q4 		$7K Hold
142
– – ﹤0.01% 628
2013
Q3 		$5K Buy
+142
New +$5.02K ﹤0.01% 496

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Waverly Advisors's VLO Position: Q2 2026 in Review

Waverly Advisors reduced its Valero Energy (VLO) stake by 19% in Q2 2026, selling an estimated $771K and leaving 13,768 shares worth $3.59M. The position accounts for 0.02% of the portfolio, ranked #545.

Waverly Advisors first reported a position in VLO in Q3 2013 and has held it in 13 quarters since. The position peaked at $4.18M in Q1 2026. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Waverly Advisors held 13,768 shares of Valero Energy worth $3.59M as of Q2 2026.
  • Waverly Advisors sold 3,131 Valero Energy shares in Q2 2026, an estimated $771K.
  • Valero Energy made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #545 holding.
  • Waverly Advisors first reported a position in Valero Energy in Q3 2013 and has held it in 13 quarters since.
  • Waverly Advisors's Valero Energy position peaked at $4.18M in Q1 2026.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.