Wealth Management Associates’s Valero Energy VLO Stock Holding History

Wealth Management Associates’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	$705K	Sell	2,708 -1,117	-29%	-$275K	0.19%	94
2026 Q1	$945K	Hold	3,825	–	–	0.33%	65
2025 Q4	$623K	Hold	3,825	–	–	0.22%	88
2025 Q3	$651K	Hold	3,825	–	–	0.23%	82
2025 Q2	$514K	Sell	3,825 -295	-7%	-$36.8K	0.2%	95
2025 Q1	$544K	Hold	4,120	–	–	0.23%	82
2024 Q4	$505K	Buy	4,120 +772	+23%	+$103K	0.22%	90
2024 Q3	$452K	Hold	3,348	–	–	0.2%	103
2024 Q2	$525K	Hold	3,348	–	–	0.25%	83
2024 Q1	$525K	Sell	3,348 -80	-2%	-$11.5K	0.25%	83
2023 Q4	$446K	Sell	3,428 -566	-14%	-$72K	0.24%	90
2023 Q3	$566K	Buy	3,994 +226	+6%	+$29.6K	0.33%	72
2023 Q2	$442K	Sell	3,768 -829	-18%	-$96.3K	0.25%	83
2023 Q1	$642K	Buy	4,597 +1,170	+34%	+$157K	0.4%	64
2022 Q4	$435K	Sell	3,427 -2,075	-38%	-$260K	0.29%	79
2022 Q3	$588K	Hold	5,502	–	–	0.41%	63
2022 Q2	$585K	Sell	5,502 -1,567	-22%	-$185K	0.4%	59
2022 Q1	$718K	Buy	+7,069	New	+$613K	0.41%	64

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Management Associates's VLO Position: Q2 2026 in Review

Wealth Management Associates reduced its Valero Energy (VLO) stake by 29% in Q2 2026, selling an estimated $275K and leaving 2,708 shares worth $705K. The position accounts for 0.19% of the portfolio, ranked #94.

Wealth Management Associates first reported a position in VLO in Q1 2022 and has held it in 18 quarters since. The position peaked at $945K in Q1 2026. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Wealth Management Associates held 2,708 shares of Valero Energy worth $705K as of Q2 2026.
Wealth Management Associates sold 1,117 Valero Energy shares in Q2 2026, an estimated $275K.
Valero Energy made up 0.19% of Wealth Management Associates's portfolio in Q2 2026, its #94 holding.
Wealth Management Associates first reported a position in Valero Energy in Q1 2022 and has held it in 18 quarters since.
Wealth Management Associates's Valero Energy position peaked at $945K in Q1 2026.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.