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WealthTrust Axiom’s Valero Energy VLO Stock Holding History

WealthTrust Axiom’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 		$890K Sell
3,417
-60
-2% -$14.8K 0.2% 104
2026
Q1 		$859K Buy
3,477
+38
+1% +$7.83K 0.21% 98
2025
Q4 		$560K Buy
3,439
+1
+0% +$169 0.14% 135
2025
Q3 		$585K Buy
3,438
+266
+8% +$39.7K 0.16% 129
2025
Q2 		$426K Sell
3,172
-302
-9% -$37.6K 0.13% 150
2025
Q1 		$459K Buy
3,474
+65
+2% +$8.63K 0.14% 136
2024
Q4 		$418K Sell
3,409
-28
-0.8% -$3.75K 0.12% 152
2024
Q3 		$464K Sell
3,437
-109
-3% -$15.8K 0.14% 141
2024
Q2 		$556K Sell
3,546
-101
-3% -$16.3K 0.18% 120
2024
Q1 		$623K Buy
3,647
+1
+0% +$143 0.2% 109
2023
Q4 		$474K Sell
3,646
-160
-4% -$20.4K 0.16% 129
2023
Q3 		$539K Sell
3,806
-199
-5% -$26.1K 0.19% 108
2023
Q2 		$470K Sell
4,005
-19
-0.5% -$2.21K 0.16% 135
2023
Q1 		$562K Buy
4,024
+1
+0% +$134 0.19% 112
2022
Q4 		$510K Sell
4,023
-148
-4% -$18.6K 0.18% 118
2022
Q3 		$445K Buy
4,171
+4
+0.1% +$440 0.17% 120
2022
Q2 		$442K Sell
4,167
-246
-6% -$29.1K 0.16% 126
2022
Q1 		$448K Sell
4,413
-20
-0.5% -$1.74K 0.14% 144
2021
Q4 		$332K Buy
4,433
+813
+22% +$60.5K 0.11% 168
2021
Q3 		$255K Buy
3,620
+256
+8% +$17K 0.09% 190
2021
Q2 		$262K Sell
3,364
-643
-16% -$49.8K 0.08% 197
2021
Q1 		$286K Buy
4,007
+6
+0.1% +$408 0.1% 173
2020
Q4 		$226K Buy
+4,001
New +$196K 0.08% 191
2020
Q3 		– Sell
-3,476
Closed -$204K – 215
2020
Q2 		$204K Buy
+3,476
New +$208K 0.09% 169

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

WealthTrust Axiom's VLO Position: Q2 2026 in Review

WealthTrust Axiom reduced its Valero Energy (VLO) stake by 1.7% in Q2 2026, selling an estimated $14.8K and leaving 3,417 shares worth $890K. The position accounts for 0.2% of the portfolio, ranked #104.

WealthTrust Axiom first reported a position in VLO in Q2 2020 and has held it in 24 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • WealthTrust Axiom held 3,417 shares of Valero Energy worth $890K as of Q2 2026.
  • WealthTrust Axiom sold 60 Valero Energy shares in Q2 2026, an estimated $14.8K.
  • Valero Energy made up 0.2% of WealthTrust Axiom's portfolio in Q2 2026, its #104 holding.
  • WealthTrust Axiom first reported a position in Valero Energy in Q2 2020 and has held it in 24 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.