XXI Wealth LLC’s Valero Energy VLO Stock Holding History

XXI Wealth LLC’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	$304K	Sell	1,168 -11	-0.9%	-$2.71K	0.14%	169
2026 Q1	$291K	Buy	+1,179	New	+$243K	0.17%	154

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

XXI Wealth LLC's VLO Position: Q2 2026 in Review

XXI Wealth LLC reduced its Valero Energy (VLO) stake by 0.93% in Q2 2026, selling an estimated $2.71K and leaving 1,168 shares worth $304K. The position accounts for 0.14% of the portfolio, ranked #169.

XXI Wealth LLC first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

XXI Wealth LLC held 1,168 shares of Valero Energy worth $304K as of Q2 2026.
XXI Wealth LLC sold 11 Valero Energy shares in Q2 2026, an estimated $2.71K.
Valero Energy made up 0.14% of XXI Wealth LLC's portfolio in Q2 2026, its #169 holding.
XXI Wealth LLC first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.