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Wealth Advisory Solutions’s Valero Energy VLO Stock Holding History

Wealth Advisory Solutions’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 		– Sell
-16,654
Closed -$4.11M – 159
2026
Q1 		$4.11M Sell
16,654
-10,593
-39% -$2.18M 0.92% 30
2025
Q4 		$4.44M Hold
27,247
– – 1.03% 25
2025
Q3 		$4.64M Hold
27,247
– – 1.12% 22
2025
Q2 		$3.66M Sell
27,247
-699
-3% -$87.1K 0.93% 34
2025
Q1 		$3.69M Buy
+27,946
New +$3.71M 0.98% 29
2022
Q2 		– Sell
-84,528
Closed -$8.58M – 161
2022
Q1 		$8.58M Buy
+84,528
New +$7.33M 1.79% 14
2021
Q3 		$4.88M Buy
69,115
+8,471
+14% +$564K 1.08% 26
2021
Q2 		$4.74M Buy
60,644
+703
+1% +$54.4K 1.12% 31
2021
Q1 		$4M Buy
59,941
+7,650
+15% +$520K 0.83% 41
2020
Q4 		$2.96M Sell
52,291
-57,672
-52% -$2.83M 0.8% 44
2020
Q3 		$4.76M Buy
109,963
+69,258
+170% +$3.63M 1.26% 24
2020
Q2 		$2.39M Sell
40,705
-27,980
-41% -$1.67M 0.67% 50
2020
Q1 		$3.12M Buy
68,685
+29,885
+77% +$2.17M 1.06% 30
2019
Q4 		$3.63M Buy
+38,800
New +$3.67M 0.96% 31

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

Wealth Advisory Solutions's VLO Position: Q2 2026 in Review

Wealth Advisory Solutions sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 16,654 shares — an estimated $4.11M sold.

Wealth Advisory Solutions first reported a position in VLO in Q4 2019 and held it in 14 quarters. The position peaked at $8.58M in Q1 2022. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Wealth Advisory Solutions reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
  • Wealth Advisory Solutions sold 16,654 Valero Energy shares in Q2 2026, an estimated $4.11M.
  • Wealth Advisory Solutions first reported a position in Valero Energy in Q4 2019 and held it in 14 quarters.
  • Wealth Advisory Solutions's Valero Energy position peaked at $8.58M in Q1 2022.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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