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Wealth Architects’s Valero Energy VLO Stock Holding History

Wealth Architects’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 		$235K Buy
902
+8
+0.9% +$1.97K 0.02% 230
2026
Q1 		$221K Buy
+894
New +$184K 0.02% 221
2022
Q3 		– Sell
-2,777
Closed -$295K – 190
2022
Q2 		$295K Buy
2,777
+9
+0.3% +$1.06K 0.06% 141
2022
Q1 		$281K Buy
+2,768
New +$240K 0.05% 158
2020
Q1 		– Sell
-3,269
Closed -$306K – 149
2019
Q4 		$306K Buy
3,269
+49
+2% +$4.63K 0.09% 92
2019
Q3 		$274K Sell
3,220
-6
-0.2% -$485 0.08% 101
2019
Q2 		$276K Buy
3,226
+136
+4% +$11.2K 0.08% 103
2019
Q1 		$262K Sell
3,090
-237
-7% -$19.6K 0.08% 105
2018
Q4 		$249K Sell
3,327
-19
-0.6% -$1.67K 0.09% 98
2018
Q3 		$381K Buy
3,346
+37
+1% +$4.2K 0.12% 77
2018
Q2 		$367K Sell
3,309
-6
-0.2% -$673 0.12% 70
2018
Q1 		$308K Hold
3,315
– – 0.1% 84
2017
Q4 		$305K Hold
3,315
– – 0.1% 95
2017
Q3 		$255K Sell
3,315
-3
-0.1% -$207 0.09% 106
2017
Q2 		$223K Sell
3,318
-3
-0.1% -$195 0.08% 108
2017
Q1 		$220K Sell
3,321
-120
-3% -$8.03K 0.09% 108
2016
Q4 		$235K Buy
+3,441
New +$212K 0.1% 104
2016
Q2 		– Sell
-3,495
Closed -$224K – 118
2016
Q1 		$224K Sell
3,495
-595
-15% -$37.8K 0.11% 103
2015
Q4 		$289K Buy
+4,090
New +$279K 0.14% 94

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 Architects's VLO Position: Q2 2026 in Review

Wealth Architects increased its Valero Energy (VLO) stake by 0.89% in Q2 2026, buying an estimated $1.97K and bringing the position to 902 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #230.

Wealth Architects first reported a position in VLO in Q4 2015 and has held it in 19 quarters since. The position peaked at $381K in Q3 2018. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Wealth Architects held 902 shares of Valero Energy worth $235K as of Q2 2026.
  • Wealth Architects bought 8 Valero Energy shares in Q2 2026, an estimated $1.97K.
  • Valero Energy made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #230 holding.
  • Wealth Architects first reported a position in Valero Energy in Q4 2015 and has held it in 19 quarters since.
  • Wealth Architects's Valero Energy position peaked at $381K in Q3 2018.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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