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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 Hold
1,242
– – 0.11% 51
2026
Q1 		$311K Hold
1,242
– – 0.12% 45
2025
Q4 		$202K Hold
1,242
– – 0.08% 60
2025
Q3 		$211K Buy
+1,242
New +$185K 0.08% 57
2024
Q2 		– Sell
-1,242
Closed -$214K – 55
2024
Q1 		$214K Buy
+1,242
New +$178K 0.13% 52

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 $3.38T AUM 44.17% 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

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

Woodward Financial Advisors held its Valero Energy (VLO) position steady in Q2 2026 at 1,242 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #51.

Woodward Financial Advisors first reported a position in VLO in Q1 2024 and has held it in 5 quarters since. 1,982 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.
  • Woodward Financial Advisors left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.11% of Woodward Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • Woodward Financial Advisors first reported a position in Valero Energy in Q1 2024 and has held it in 5 quarters since.
  • 1,982 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.