Zhang Financial’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$524K Buy
2,011
+4
+0.2% +$985 0.02% 263
2026
Q1
$496K Buy
2,007
+257
+15% +$53K 0.02% 249
2025
Q4
$285K Sell
1,750
-114
-6% -$19.3K 0.01% 281
2025
Q3
$317K Hold
1,864
0.01% 260
2025
Q2
$251K Buy
+1,864
New +$232K 0.01% 261
2025
Q1
Sell
-1,895
Closed -$232K 311
2024
Q4
$232K Buy
1,895
+69
+4% +$9.23K 0.01% 263
2024
Q3
$247K Buy
1,826
+173
+10% +$25.1K 0.02% 248
2024
Q2
$259K Hold
1,653
0.02% 235
2024
Q1
$282K Buy
+1,653
New +$237K 0.02% 230
2023
Q2
Sell
-1,768
Closed -$247K 253
2023
Q1
$247K Buy
+1,768
New +$238K 0.03% 207

Other funds holding VLO

Zhang Financial's VLO Position: Q2 2026 in Review

Zhang Financial increased its Valero Energy (VLO) stake by 0.2% in Q2 2026, buying an estimated $985 and bringing the position to 2,011 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #263.

Zhang Financial first reported a position in VLO in Q1 2023 and has held it in 10 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Zhang Financial held 2,011 shares of Valero Energy worth $524K as of Q2 2026.
  • Zhang Financial bought 4 Valero Energy shares in Q2 2026, an estimated $985.
  • Valero Energy made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #263 holding.
  • Zhang Financial first reported a position in Valero Energy in Q1 2023 and has held it in 10 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.