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WealthBridge Capital Management’s Valero Energy VLO Stock Holding History

WealthBridge Capital Management’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 		$640K Sell
2,457
-100
-4% -$24.6K 0.13% 121
2026
Q1 		$632K Buy
2,557
+214
+9% +$44.1K 0.15% 107
2025
Q4 		$381K Sell
2,343
-41
-2% -$6.95K 0.09% 144
2025
Q3 		$406K Hold
2,384
– – 0.1% 145
2025
Q2 		$320K Buy
2,384
+11
+0.5% +$1.37K 0.08% 163
2025
Q1 		$313K Sell
2,373
-125
-5% -$16.6K 0.09% 154
2024
Q4 		$306K Sell
2,498
-509
-17% -$68.1K 0.09% 146
2024
Q3 		$406K Sell
3,007
-15
-0.5% -$2.18K 0.12% 127
2024
Q2 		$474K Buy
3,022
+69
+2% +$11.1K 0.16% 106
2024
Q1 		$504K Sell
2,953
-81
-3% -$11.6K 0.17% 96
2023
Q4 		$394K Buy
3,034
+213
+8% +$27.1K 0.15% 107
2023
Q3 		$400K Buy
2,821
+188
+7% +$24.6K 0.17% 100
2023
Q2 		$309K Sell
2,633
-98
-4% -$11.4K 0.12% 129
2023
Q1 		$381K Buy
2,731
+199
+8% +$26.7K 0.15% 117
2022
Q4 		$321K Sell
2,532
-1,553
-38% -$195K 0.13% 142
2022
Q3 		$434K Hold
4,085
– – 0.19% 106
2022
Q2 		$434K Buy
4,085
+1,574
+63% +$186K 0.19% 106
2022
Q1 		$255K Buy
+2,511
New +$218K 0.1% 151
2020
Q1 		– Sell
-3,862
Closed -$362K – 136
2019
Q4 		$362K Sell
3,862
-46
-1% -$4.35K 0.23% 86
2019
Q3 		$333K Buy
+3,908
New +$316K 0.24% 83
2019
Q2 		– Sell
-4,042
Closed -$330K – 853
2019
Q1 		$330K Buy
4,042
+3,512
+663% +$290K 0.21% 82
2018
Q4 		$40K Buy
+530
New +$46.6K 0.03% 281

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

WealthBridge Capital Management's VLO Position: Q2 2026 in Review

WealthBridge Capital Management reduced its Valero Energy (VLO) stake by 3.9% in Q2 2026, selling an estimated $24.6K and leaving 2,457 shares worth $640K. The position accounts for 0.13% of the portfolio, ranked #121.

WealthBridge Capital Management first reported a position in VLO in Q4 2018 and has held it in 22 quarters since. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • WealthBridge Capital Management held 2,457 shares of Valero Energy worth $640K as of Q2 2026.
  • WealthBridge Capital Management sold 100 Valero Energy shares in Q2 2026, an estimated $24.6K.
  • Valero Energy made up 0.13% of WealthBridge Capital Management's portfolio in Q2 2026, its #121 holding.
  • WealthBridge Capital Management first reported a position in Valero Energy in Q4 2018 and has held it in 22 quarters since.
  • 1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.