Wealthspire Advisors (New York)’s Valero Energy VLO Stock Holding History

Wealthspire Advisors (New York)’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	$1.84M	Buy	7,057 +1,354	+24%	+$333K	0.01%	433
2026 Q1	$1.41M	Sell	5,703 -2,477	-30%	-$511K	0.01%	342
2025 Q4	$1.33M	Buy	8,180 +1,293	+19%	+$219K	0.01%	369
2025 Q3	$1.17M	Sell	6,887 -1,740	-20%	-$259K	0.01%	358
2025 Q2	$1.16M	Sell	8,627 -3,211	-27%	-$400K	0.01%	357
2025 Q1	$1.56M	Buy	11,838 +2,085	+21%	+$277K	0.01%	309
2024 Q4	$1.2M	Sell	9,753 -1,459	-13%	-$195K	0.01%	336
2024 Q3	$1.51M	Sell	11,212 -192	-2%	-$27.9K	0.02%	294
2024 Q2	$1.79M	Sell	11,404 -2,525	-18%	-$407K	0.02%	220
2024 Q1	$2.38M	Sell	13,929 -144	-1%	-$20.6K	0.03%	179
2023 Q4	$1.83M	Buy	14,073 +2,499	+22%	+$318K	0.03%	210
2023 Q3	$1.64M	Buy	11,574 +9,835	+566%	+$1.29M	0.03%	194
2023 Q2	$204K	Sell	1,739 -20	-1%	-$2.32K	﹤0.01%	526
2023 Q1	$246K	Sell	1,759 -545	-24%	-$73.2K	﹤0.01%	473
2022 Q4	$292K	Buy	+2,304	New	+$289K	0.01%	463
2022 Q3	–	Sell	-1,931	Closed	-$205K	–	546
2022 Q2	$205K	Buy	+1,931	New	+$229K	﹤0.01%	467
2021 Q2	–	Sell	-5,608	Closed	-$402K	–	656
2021 Q1	$402K	Buy	5,608 +1,808	+48%	+$123K	0.01%	458
2020 Q4	$215K	Buy	+3,800	New	+$186K	0.01%	532
2020 Q3	–	Sell	-3,524	Closed	-$207K	–	340
2020 Q2	$207K	Sell	3,524 -4,484	-56%	-$268K	0.01%	258
2020 Q1	$363K	Buy	+8,008	New	+$582K	0.02%	345
2019 Q1	–	Sell	-331	Closed	-$25K	–	769
2018 Q4	$25K	Buy	+331	New	+$29.1K	﹤0.01%	296

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s VLO Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Valero Energy (VLO) stake by 24% in Q2 2026, buying an estimated $333K and bringing the position to 7,057 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #433.

Wealthspire Advisors (New York) first reported a position in VLO in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.38M in Q1 2024. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Wealthspire Advisors (New York) held 7,057 shares of Valero Energy worth $1.84M as of Q2 2026.
Wealthspire Advisors (New York) bought 1,354 Valero Energy shares in Q2 2026, an estimated $333K.
Valero Energy made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #433 holding.
Wealthspire Advisors (New York) first reported a position in Valero Energy in Q4 2018 and has held it in 21 quarters since.
Wealthspire Advisors (New York)'s Valero Energy position peaked at $2.38M in Q1 2024.
1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.