Wealth Enhancement Advisory Services
VLO icon

Wealth Enhancement Advisory Services’s Valero Energy VLO Stock Holding History

Wealth Enhancement Advisory Services’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 		$26.9M Buy
177,480
+15,146
+9% +$3.73M 0.04% 351
2026
Q1 		$20.2M Buy
162,334
+59,274
+58% +$12.2M 0.04% 395
2025
Q4 		$18.1M Sell
103,060
-420
-0.4% -$71.2K 0.02% 506
2025
Q3 		$16.9M Sell
103,480
-1,235
-1% -$184K 0.03% 495
2025
Q2 		$15.1M Sell
104,715
-26,620
-20% -$3.32M 0.03% 505
2025
Q1 		$17.3M Sell
131,335
-5,078
-4% -$674K 0.03% 441
2024
Q4 		$16.7M Buy
136,413
+33,710
+33% +$4.51M 0.03% 414
2024
Q3 		$13.9M Buy
102,703
+4,383
+4% +$636K 0.03% 434
2024
Q2 		$15.4M Sell
98,320
-7,726
-7% -$1.25M 0.04% 385
2024
Q1 		$18.1M Buy
106,046
+25,219
+31% +$3.61M 0.05% 345
2023
Q4 		$10.5M Buy
80,827
+1,134
+1% +$144K 0.03% 421
2023
Q3 		$11.3M Buy
79,693
+18,986
+31% +$2.49M 0.04% 381
2023
Q2 		$7.12M Sell
60,707
-11,895
-16% -$1.38M 0.08% 104
2023
Q1 		$10.1M Buy
+72,602
New +$9.75M 0.12% 90
2020
Q2 		– Sell
-41,161
Closed -$2.38M – 258
2020
Q1 		$2.38M Buy
+41,161
New +$2.99M 0.09% 97
2018
Q2 		– Sell
-9,913
Closed -$997K – 196
2018
Q1 		$997K Buy
+9,913
New +$925K 0.07% 107
2017
Q4 		– Sell
-18,400
Closed -$1.42M – 172
2017
Q3 		$1.42M Buy
+18,400
New +$1.27M 0.12% 80
2016
Q3 		– Sell
-21,227
Closed -$1.08M – 181
2016
Q2 		$1.08M Buy
21,227
+2,775
+15% +$157K 0.2% 107
2016
Q1 		$1.17M Buy
18,452
+2,563
+16% +$163K 0.24% 75
2015
Q4 		$1.12M Buy
15,889
+1,173
+8% +$79.9K 0.28% 59
2015
Q3 		$967K Buy
14,716
+2,024
+16% +$129K 0.29% 60
2015
Q2 		$795K Buy
12,692
+371
+3% +$21.9K 0.25% 73
2015
Q1 		$784K Buy
12,321
+1,683
+16% +$93.9K 0.3% 67
2014
Q4 		$527K Buy
+10,638
New +$515K 0.21% 98

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Wealth Enhancement Advisory Services's VLO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Valero Energy (VLO) stake by 9.3% in Q2 2026, buying an estimated $3.73M and bringing the position to 177,480 shares worth $26.9M. The position accounts for 0.04% of the portfolio, ranked #351.

Wealth Enhancement Advisory Services first reported a position in VLO in Q4 2014 and has held it in 24 quarters since. 339 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 177,480 shares of Valero Energy worth $26.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 15,146 Valero Energy shares in Q2 2026, an estimated $3.73M.
  • Valero Energy made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #351 holding.
  • Wealth Enhancement Advisory Services first reported a position in Valero Energy in Q4 2014 and has held it in 24 quarters since.
  • 339 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.