WFA of San Diego’s Valero Energy VLO Stock Holding History

WFA of San Diego’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	–	Sell	-482	Closed	-$119K	–	366
2026 Q1	$119K	Hold	482	–	–	0.1%	118
2025 Q4	$78.5K	Sell	482 -222	-32%	-$37.6K	0.06%	154
2025 Q3	$120K	Hold	704	–	–	0.08%	126
2025 Q2	$94.6K	Buy	+704	New	+$87.7K	0.07%	144
2024 Q3	$68.1K	Hold	504	–	–	0.06%	156
2024 Q2	$79K	Buy	+504	New	+$81.3K	0.07%	140
2023 Q3	$93.2K	Buy	658 +558	+558%	+$73.1K	0.1%	118
2023 Q2	$11.7K	Buy	+100	New	+$11.6K	0.01%	270
2023 Q1	–	Sell	-343	Closed	-$43.5K	–	412
2022 Q4	$43.5K	Buy	+343	New	+$43.1K	0.03%	205
2022 Q3	–	Sell	-143	Closed	-$15K	–	385
2022 Q2	$15K	Buy	+143	New	+$16.9K	0.01%	245
2020 Q3	–	Sell	-2,412	Closed	-$218K	–	240
2020 Q2	$218K	Buy	+2,412	New	+$144K	0.05%	240

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

WFA of San Diego's VLO Position: Q2 2026 in Review

WFA of San Diego sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 482 shares — an estimated $119K sold.

WFA of San Diego first reported a position in VLO in Q2 2020 and held it in 11 quarters. The position peaked at $218K in Q2 2020. 1,983 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

WFA of San Diego reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 482 Valero Energy shares in Q2 2026, an estimated $119K.
WFA of San Diego first reported a position in Valero Energy in Q2 2020 and held it in 11 quarters.
WFA of San Diego's Valero Energy position peaked at $218K in Q2 2020.
1,983 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.