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Whipplewood Advisors’s Valero Energy VLO Stock Holding History

Whipplewood 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 		– Sell
-105
Closed -$25.9K – 1020
2026
Q1 		$25.9K Buy
105
+102
+3,400% +$21K 0.01% 351
2025
Q4 		$488 Buy
+3
New +$508 ﹤0.01% 462
2025
Q3 		– Sell
-152
Closed -$20.4K – 1130
2025
Q2 		$20.4K Buy
152
+83
+120% +$10.3K 0.01% 456
2025
Q1 		$18.9K Sell
69
-50
-42% -$6.63K 0.01% 461
2024
Q4 		$14.6K Buy
+119
New +$15.9K 0.01% 491

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

Whipplewood Advisors's VLO Position: Q2 2026 in Review

Whipplewood Advisors sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 105 shares — an estimated $25.9K sold.

Whipplewood Advisors first reported a position in VLO in Q4 2024 and held it in 5 quarters. The position peaked at $25.9K in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Whipplewood Advisors reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 105 Valero Energy shares in Q2 2026, an estimated $25.9K.
  • Whipplewood Advisors first reported a position in Valero Energy in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Valero Energy position peaked at $25.9K in Q1 2026.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.