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Advus Financial Partners, LLC’s Valero Energy VLO Stock Holding History

Advus Financial Partners, 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 		$369K Sell
1,419
-14
-1% -$3.45K 0.08% 167
2026
Q1 		$354K Sell
1,433
-8
-0.6% -$1.65K 0.09% 161
2025
Q4 		$235K Sell
1,441
-122
-8% -$20.7K 0.06% 215
2025
Q3 		$266K Hold
1,563
– – 0.06% 216
2025
Q2 		$210K Buy
+1,563
New +$195K 0.05% 246
2024
Q4 		– Sell
-1,788
Closed -$241K – 237
2024
Q3 		$241K Hold
1,788
– – 0.07% 195
2024
Q2 		$280K Hold
1,788
– – 0.09% 153
2024
Q1 		$305K Sell
1,788
-287
-14% -$41.1K 0.09% 142
2023
Q4 		$270K Buy
2,075
+442
+27% +$56.2K 0.09% 142
2023
Q3 		$231K Buy
+1,633
New +$214K 0.09% 137

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 $3.37T AUM 44.26% 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

Advus Financial Partners, LLC's VLO Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Valero Energy (VLO) stake by 0.98% in Q2 2026, selling an estimated $3.45K and leaving 1,419 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #167.

Advus Financial Partners, LLC first reported a position in VLO in Q3 2023 and has held it in 10 quarters since. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Advus Financial Partners, LLC held 1,419 shares of Valero Energy worth $369K as of Q2 2026.
  • Advus Financial Partners, LLC sold 14 Valero Energy shares in Q2 2026, an estimated $3.45K.
  • Valero Energy made up 0.08% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #167 holding.
  • Advus Financial Partners, LLC first reported a position in Valero Energy in Q3 2023 and has held it in 10 quarters since.
  • 1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.