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Waypoint Wealth Counsel’s Valero Energy VLO Stock Holding History

Waypoint Wealth Counsel’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 		$255K Sell
979
-207
-17% -$51K 0.16% 107
2026
Q1 		$293K Sell
1,186
-106
-8% -$21.9K 0.15% 148
2025
Q4 		$210K Buy
1,292
+5
+0.4% +$847 0.08% 255
2025
Q3 		$219K Buy
+1,287
New +$192K 0.09% 234

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 $3.37T AUM 44.26% 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

Waypoint Wealth Counsel's VLO Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Valero Energy (VLO) stake by 17% in Q2 2026, selling an estimated $51K and leaving 979 shares worth $255K. The position accounts for 0.16% of the portfolio, ranked #107.

Waypoint Wealth Counsel first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $293K in Q1 2026. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Waypoint Wealth Counsel held 979 shares of Valero Energy worth $255K as of Q2 2026.
  • Waypoint Wealth Counsel sold 207 Valero Energy shares in Q2 2026, an estimated $51K.
  • Valero Energy made up 0.16% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #107 holding.
  • Waypoint Wealth Counsel first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's Valero Energy position peaked at $293K in Q1 2026.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.