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West Financial Advisors’s Valero Energy VLO Stock Holding History

West Financial Advisors’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 		$13.6K Hold
52
– – ﹤0.01% 132
2026
Q1 		$12.8K Hold
52
– – ﹤0.01% 131
2025
Q4 		$8.4K Buy
52
+1
+2% +$169 ﹤0.01% 147
2025
Q3 		$8.72K Hold
51
– – ﹤0.01% 143
2025
Q2 		$6.83K Buy
51
+1
+2% +$125 ﹤0.01% 159
2025
Q1 		$6.66K Buy
+50
New +$6.63K ﹤0.01% 159
2022
Q2 		– Sell
-75
Closed -$8K – 199
2022
Q1 		$8K Buy
+75
New +$6.51K ﹤0.01% 150

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

West Financial Advisors's VLO Position: Q2 2026 in Review

West Financial Advisors held its Valero Energy (VLO) position steady in Q2 2026 at 52 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #132.

West Financial Advisors first reported a position in VLO in Q1 2022 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • West Financial Advisors held 52 shares of Valero Energy worth $13.6K as of Q2 2026.
  • West Financial Advisors left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #132 holding.
  • West Financial Advisors first reported a position in Valero Energy in Q1 2022 and has held it in 7 quarters since.
  • 601 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.