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WealthShield Partners’s Valero Energy VLO Stock Holding History

WealthShield Partners’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 		– Sell
-811
Closed -$200K – 596
2026
Q1 		$200K Buy
+811
New +$167K 0.02% 348
2021
Q3 		– Sell
-774
Closed -$60K – 722
2021
Q2 		$60K Sell
774
-65
-8% -$5.03K 0.01% 444
2021
Q1 		$60K Buy
+839
New +$57K 0.01% 419

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

WealthShield Partners's VLO Position: Q2 2026 in Review

WealthShield Partners sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 811 shares — an estimated $200K sold.

WealthShield Partners first reported a position in VLO in Q1 2021 and held it in 3 quarters. The position peaked at $200K in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • WealthShield Partners reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 811 Valero Energy shares in Q2 2026, an estimated $200K.
  • WealthShield Partners first reported a position in Valero Energy in Q1 2021 and held it in 3 quarters.
  • WealthShield Partners's Valero Energy position peaked at $200K in Q1 2026.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.