Woodward Financial Advisors’s Valero Energy VLO Stock Holding History

Woodward 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	$323K	Buy	+1,242	New	+$306K	0.11%	51

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

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

Woodward Financial Advisors opened a new position in Valero Energy (VLO) in Q2 2026: 1,242 shares worth $323K. The stake represents 0.11% of the portfolio and ranks #51 among its holdings.

1,963 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Woodward Financial Advisors held 1,242 shares of Valero Energy worth $323K as of Q2 2026.
Valero Energy was a new Woodward Financial Advisors position in Q2 2026.
Valero Energy made up 0.11% of Woodward Financial Advisors's portfolio in Q2 2026, its #51 holding.
1,963 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.