Wealthcare Advisory Partners’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $576K | Sell |
2,214
-504
| -19% | -$124K | 0.01% | 672 |
|
|
2026
Q1 | $672K | Buy |
2,718
+12
| +0.4% | +$2.47K | 0.01% | 616 |
|
|
2025
Q4 | $441K | Sell |
2,706
-1,399
| -34% | -$237K | 0.01% | 734 |
|
|
2025
Q3 | $699K | Sell |
4,105
-66
| -2% | -$9.84K | 0.01% | 587 |
|
|
2025
Q2 | $561K | Buy |
4,171
+371
| +10% | +$46.2K | 0.01% | 614 |
|
|
2025
Q1 | $502K | Sell |
3,800
-27
| -0.7% | -$3.58K | 0.01% | 595 |
|
|
2024
Q4 | $469K | Buy |
3,827
+201
| +6% | +$26.9K | 0.01% | 583 |
|
|
2024
Q3 | $490K | Buy |
3,626
+185
| +5% | +$26.9K | 0.01% | 574 |
|
|
2024
Q2 | $539K | Sell |
3,441
-1,304
| -27% | -$210K | 0.02% | 523 |
|
|
2024
Q1 | $810K | Buy |
4,745
+737
| +18% | +$106K | 0.03% | 428 |
|
|
2023
Q4 | $521K | Buy |
4,008
+53
| +1% | +$6.74K | 0.02% | 481 |
|
|
2023
Q3 | $560K | Buy |
3,955
+126
| +3% | +$16.5K | 0.03% | 405 |
|
|
2023
Q2 | $449K | Buy |
3,829
+232
| +6% | +$27K | 0.02% | 468 |
|
|
2023
Q1 | $502K | Buy |
3,597
+165
| +5% | +$22.2K | 0.02% | 458 |
|
|
2022
Q4 | $435K | Buy |
3,432
+825
| +32% | +$104K | 0.02% | 452 |
|
|
2022
Q3 | $279K | Buy |
2,607
+61
| +2% | +$6.71K | 0.02% | 497 |
|
|
2022
Q2 | $271K | Sell |
2,546
-456
| -15% | -$54K | 0.02% | 459 |
|
|
2022
Q1 | $305K | Sell |
3,002
-501
| -14% | -$43.5K | 0.02% | 412 |
|
|
2021
Q4 | $263K | Sell |
3,503
-415
| -11% | -$30.9K | 0.02% | 478 |
|
|
2021
Q3 | $276K | Sell |
3,918
-1,521
| -28% | -$101K | 0.02% | 441 |
|
|
2021
Q2 | $425K | Sell |
5,439
-105
| -2% | -$8.13K | 0.03% | 349 |
|
|
2021
Q1 | $397K | Buy |
5,544
+1,051
| +23% | +$71.4K | 0.03% | 335 |
|
|
2020
Q4 | $254K | Buy |
+4,493
| New | +$220K | 0.02% | 354 |
|
|
2020
Q2 | – | Sell |
-909
| Closed | -$41K | – | 1316 |
|
|
2020
Q1 | $41K | Buy |
909
+16
| +2% | +$1.16K | 0.01% | 553 |
|
|
2019
Q4 | $84K | Sell |
893
-391
| -30% | -$37K | 0.01% | 437 |
|
|
2019
Q3 | $109K | Buy |
1,284
+233
| +22% | +$18.8K | 0.02% | 363 |
|
|
2019
Q2 | $90K | Buy |
1,051
+558
| +113% | +$46.1K | 0.01% | 400 |
|
|
2019
Q1 | $42K | Buy |
493
+4
| +0.8% | +$331 | 0.01% | 507 |
|
|
2018
Q4 | $37K | Buy |
489
+3
| +0.6% | +$264 | 0.01% | 495 |
|
|
2018
Q3 | $55K | Buy |
486
+3
| +0.6% | +$341 | 0.01% | 450 |
|
|
2018
Q2 | $54K | Sell |
483
-8
| -2% | -$897 | 0.01% | 450 |
|
|
2018
Q1 | $46K | Buy |
491
+2
| +0.4% | +$187 | 0.01% | 416 |
|
|
2017
Q4 | $45K | Sell |
489
-87
| -15% | -$7.18K | 0.01% | 392 |
|
|
2017
Q3 | $44K | Buy |
+576
| New | +$39.7K | 0.01% | 321 |
|
Other funds holding VLO
MBI
ORIO
FWIA
CTB
AIM
AIM
CGH
Wealthcare Advisory Partners's VLO Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its Valero Energy (VLO) stake by 19% in Q2 2026, selling an estimated $124K and leaving 2,214 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #672.
Wealthcare Advisory Partners first reported a position in VLO in Q3 2017 and has held it in 34 quarters since. The position peaked at $810K in Q1 2024. 503 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Wealthcare Advisory Partners held 2,214 shares of Valero Energy worth $576K as of Q2 2026.
- Wealthcare Advisory Partners sold 504 Valero Energy shares in Q2 2026, an estimated $124K.
- Valero Energy made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #672 holding.
- Wealthcare Advisory Partners first reported a position in Valero Energy in Q3 2017 and has held it in 34 quarters since.
- Wealthcare Advisory Partners's Valero Energy position peaked at $810K in Q1 2024.
- 503 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.