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Wealth Alliance Advisory Group’s Valero Energy VLO Stock Holding History

Wealth Alliance Advisory Group’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 		$469K Sell
1,799
-57
-3% -$14K 0.07% 122
2026
Q1 		$459K Sell
1,856
-17
-0.9% -$3.5K 0.07% 122
2025
Q4 		$305K Buy
1,873
+70
+4% +$11.9K 0.05% 157
2025
Q3 		$307K Sell
1,803
-546
-23% -$81.4K 0.06% 149
2025
Q2 		$316K Sell
2,349
-57
-2% -$7.1K 0.06% 144
2025
Q1 		$318K Buy
2,406
+20
+0.8% +$2.65K 0.07% 139
2024
Q4 		$293K Sell
2,386
-138
-5% -$18.5K 0.06% 139
2024
Q3 		$341K Buy
+2,524
New +$366K 0.07% 134

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 Alliance Advisory Group's VLO Position: Q2 2026 in Review

Wealth Alliance Advisory Group reduced its Valero Energy (VLO) stake by 3.1% in Q2 2026, selling an estimated $14K and leaving 1,799 shares worth $469K. The position accounts for 0.07% of the portfolio, ranked #122.

Wealth Alliance Advisory Group first reported a position in VLO in Q3 2024 and has held it in 8 quarters since. 1,976 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Wealth Alliance Advisory Group held 1,799 shares of Valero Energy worth $469K as of Q2 2026.
  • Wealth Alliance Advisory Group sold 57 Valero Energy shares in Q2 2026, an estimated $14K.
  • Valero Energy made up 0.07% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #122 holding.
  • Wealth Alliance Advisory Group first reported a position in Valero Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,976 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.