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

Wealth Enhancement Trust 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 		$305K Sell
1,173
-327
-22% -$80.5K 0.03% 251
2026
Q1 		$371K Buy
+1,500
New +$309K 0.04% 228

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Valero Energy (VLO) stake by 22% in Q2 2026, selling an estimated $80.5K and leaving 1,173 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #251.

Wealth Enhancement Trust Services first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. The position peaked at $371K in Q1 2026. 1,518 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,173 shares of Valero Energy worth $305K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 327 Valero Energy shares in Q2 2026, an estimated $80.5K.
  • Valero Energy made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #251 holding.
  • Wealth Enhancement Trust Services first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Trust Services's Valero Energy position peaked at $371K in Q1 2026.
  • 1,518 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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