Win Advisors’s Valero Energy VLO Stock Holding History

Win 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	-971	Closed	-$240K	–	116
2026 Q1	$240K	Buy	+971	New	+$200K	0.11%	75
2024 Q2	–	Sell	-1,848	Closed	-$315K	–	78
2024 Q1	$315K	Buy	+1,848	New	+$265K	0.14%	48

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 $3.37T AUM 44.26% 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

Win Advisors's VLO Position: Q2 2026 in Review

Win Advisors sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 971 shares — an estimated $240K sold.

Win Advisors first reported a position in VLO in Q1 2024 and held it in 2 quarters. The position peaked at $315K in Q1 2024. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Win Advisors reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
Win Advisors sold 971 Valero Energy shares in Q2 2026, an estimated $240K.
Win Advisors first reported a position in Valero Energy in Q1 2024 and held it in 2 quarters.
Win Advisors's Valero Energy position peaked at $315K in Q1 2024.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.