Wealthstar Advisors, LLC VLO VALERO ENERGY CORP NEW

Ownership history in Wealthstar Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Wealthstar Advisors, LLC reported VALERO ENERGY CORP NEW (VLO) in 4 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.5% in 2026 Q2. The latest visible filing shows VLO at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthstar Advisors, LLC's position in VALERO ENERGY CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VLO was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wealthstar Advisors, LLC held VLO — position size vs. price
% of Fund (quarterly)    VLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 6,542 +3,852 +143.2% 0.50% $1.7M 2026-07-30 $310.51
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wealthstar Advisors, LLC and VLO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthstar Advisors, LLC reported owning VLO?

Wealthstar Advisors, LLC reported VLO across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported VLO position in Wealthstar Advisors, LLC's portfolio?

The largest reported portfolio weight for VLO was 0.50% in 2026 Q2.

What is the latest reported VLO position on this page?

The most recent filing on this page is 2026 Q2, when Wealthstar Advisors, LLC reported 6,542 shares, equal to 0.50% of portfolio, with an estimated market value of $1.7M.

What does the chart on this VLO ownership page compare?

The chart compares Wealthstar Advisors, LLC's quarterly VLO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wealthstar Advisors, LLC time their VLO position?

Based on 13F filing dates vs. subsequent VLO price moves, Wealthstar Advisors, LLC correctly timed 2 out of 3 reported position changes (67%).

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