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Werba Rubin Papier Wealth Management’s Valero Energy VLO Stock Holding History

Werba Rubin Papier Wealth 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 		$251K Buy
965
+127
+15% +$31.3K 0.03% 250
2026
Q1 		$207K Buy
+838
New +$173K 0.03% 268

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

Werba Rubin Papier Wealth Management's VLO Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Valero Energy (VLO) stake by 15% in Q2 2026, buying an estimated $31.3K and bringing the position to 965 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #250.

Werba Rubin Papier Wealth Management first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 965 shares of Valero Energy worth $251K as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 127 Valero Energy shares in Q2 2026, an estimated $31.3K.
  • Valero Energy made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.