Western Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.02M | Sell |
3,903
-162
| -4% | -$39.9K | 0.03% | 469 |
|
|
2026
Q1 | $1M | Sell |
4,065
-78
| -2% | -$16.1K | 0.04% | 438 |
|
|
2025
Q4 | $674K | Buy |
4,143
+619
| +18% | +$105K | 0.03% | 446 |
|
|
2025
Q3 | $600K | Sell |
3,524
-672
| -16% | -$100K | 0.03% | 407 |
|
|
2025
Q2 | $564K | Buy |
4,196
+296
| +8% | +$36.9K | 0.03% | 386 |
|
|
2025
Q1 | $515K | Sell |
3,900
-1
| -0% | -$133 | 0.03% | 383 |
|
|
2024
Q4 | $478K | Sell |
3,901
-34
| -0.9% | -$4.55K | 0.03% | 474 |
|
|
2024
Q3 | $531K | Sell |
3,935
-140
| -3% | -$20.3K | 0.03% | 447 |
|
|
2024
Q2 | $639K | Buy |
4,075
+4
| +0.1% | +$645 | 0.05% | 307 |
|
|
2024
Q1 | $695K | Sell |
4,071
-95
| -2% | -$13.6K | 0.05% | 293 |
|
|
2023
Q4 | $542K | Buy |
4,166
+88
| +2% | +$11.2K | 0.04% | 392 |
|
|
2023
Q3 | $578K | Sell |
4,078
-105
| -3% | -$13.8K | 0.05% | 357 |
|
|
2023
Q2 | $491K | Sell |
4,183
-59
| -1% | -$6.86K | 0.04% | 375 |
|
|
2023
Q1 | $592K | Buy |
4,242
+220
| +5% | +$29.6K | 0.06% | 330 |
|
|
2022
Q4 | $510K | Sell |
4,022
-4,324
| -52% | -$543K | 0.05% | 331 |
|
|
2022
Q3 | $893K | Buy |
8,346
+30
| +0.4% | +$3.3K | 0.05% | 331 |
|
|
2022
Q2 | $884K | Sell |
8,316
-11,355
| -58% | -$1.34M | 0.05% | 330 |
|
|
2022
Q1 | $2M | Buy |
19,671
+11,319
| +136% | +$982K | 0.1% | 206 |
|
|
2021
Q4 | $628K | Buy |
+8,352
| New | +$622K | 0.06% | 285 |
|
|
2021
Q2 | $1.34M | Buy |
17,163
+9,670
| +129% | +$749K | 0.14% | 163 |
|
|
2021
Q1 | $537K | Sell |
7,493
-1,005
| -12% | -$68.3K | 0.07% | 264 |
|
|
2020
Q4 | $481K | Buy |
8,498
+188
| +2% | +$9.22K | 0.07% | 262 |
|
|
2020
Q3 | $360K | Buy |
8,310
+235
| +3% | +$12.3K | 0.06% | 297 |
|
|
2020
Q2 | $474K | Buy |
8,075
+3,628
| +82% | +$217K | 0.09% | 239 |
|
|
2020
Q1 | $203K | Sell |
4,447
-49,168
| -92% | -$3.57M | 0.05% | 338 |
|
|
2019
Q4 | $5.06M | Buy |
53,615
+48,937
| +1,046% | +$4.62M | 0.77% | 30 |
|
|
2019
Q3 | $399K | Sell |
4,678
-96,363
| -95% | -$7.79M | 0.08% | 244 |
|
|
2019
Q2 | $8.36M | Buy |
101,041
+96,526
| +2,138% | +$7.97M | 1.1% | 23 |
|
|
2019
Q1 | $387K | Sell |
4,515
-237
| -5% | -$19.6K | 0.09% | 240 |
|
|
2018
Q4 | $365K | Buy |
+4,752
| New | +$417K | 0.1% | 217 |
|
Other funds holding VLO
Western Wealth Management's VLO Position: Q2 2026 in Review
Western Wealth Management reduced its Valero Energy (VLO) stake by 4% in Q2 2026, selling an estimated $39.9K and leaving 3,903 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #469.
Western Wealth Management first reported a position in VLO in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.36M in Q2 2019. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Western Wealth Management held 3,903 shares of Valero Energy worth $1.02M as of Q2 2026.
- Western Wealth Management sold 162 Valero Energy shares in Q2 2026, an estimated $39.9K.
- Valero Energy made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #469 holding.
- Western Wealth Management first reported a position in Valero Energy in Q4 2018 and has held it in 30 quarters since.
- Western Wealth Management's Valero Energy position peaked at $8.36M in Q2 2019.
- 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.