XML Financial’s Valero Energy VLO Stock Holding History

XML Financial’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	$265K	Hold	1,017	–	–	0.02%	389
2026 Q1	$251K	Buy	+1,017	New	+$210K	0.02%	372
2025 Q2	–	Sell	-1,760	Closed	-$232K	–	404
2025 Q1	$232K	Hold	1,760	–	–	0.02%	319
2024 Q4	$216K	Hold	1,760	–	–	0.02%	334
2024 Q3	$238K	Hold	1,760	–	–	0.02%	308
2024 Q2	$276K	Hold	1,760	–	–	0.03%	285
2024 Q1	$300K	Hold	1,760	–	–	0.03%	275
2023 Q4	$229K	Hold	1,760	–	–	0.02%	301
2023 Q3	$249K	Hold	1,760	–	–	0.03%	280
2023 Q2	$206K	Hold	1,760	–	–	0.02%	318
2023 Q1	$246K	Hold	1,760	–	–	0.03%	289
2022 Q4	$223K	Buy	+1,760	New	+$221K	0.03%	300

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

XML Financial's VLO Position: Q2 2026 in Review

XML Financial held its Valero Energy (VLO) position steady in Q2 2026 at 1,017 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #389.

XML Financial first reported a position in VLO in Q4 2022 and has held it in 12 quarters since. The position peaked at $300K in Q1 2024. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

XML Financial held 1,017 shares of Valero Energy worth $265K as of Q2 2026.
XML Financial left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.02% of XML Financial's portfolio in Q2 2026, its #389 holding.
XML Financial first reported a position in Valero Energy in Q4 2022 and has held it in 12 quarters since.
XML Financial's Valero Energy position peaked at $300K in Q1 2024.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.