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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

VLO holding history

Valero Energy Corp in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VLO overviewAll 13F holders of VLOFull Q2 2026 holdings

Shares (Q2 2026)
10,373
Value
$2.70M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of VLO by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,373$2.70M0.1%+2,292+28.4%AddedHolders
Q1 20268,081$2.00M0.1%+18+0.2%AddedHolders
Q4 20258,063$1.31M<0.1%+28+0.3%AddedHolders
Q3 20258,035$1.37M0.1%+1,382+20.8%AddedHolders
Q2 20256,653$894.3K<0.1%−1,080−14.0%ReducedHolders
Q1 20257,733$1.02M<0.1%−1,459−15.9%ReducedHolders
Q4 20249,192$1.13M0.1%−109−1.2%ReducedHolders
Q3 20249,301$1.26M0.1%−32−0.3%ReducedHolders
Q2 20249,333$1.46M0.1%+75+0.8%AddedHolders
Q1 20249,258$1.58M0.1%+167+1.8%AddedHolders
Q4 20239,091$1.18M0.1%−85−0.9%ReducedHolders
Q3 20239,176$1.30M0.1%−589−6.0%ReducedHolders
Q2 20239,765$1.15M0.1%−5,351−35.4%ReducedHolders
Q1 202315,116$2.11M0.1%+372+2.5%AddedHolders
Q4 202214,744$1.87M0.1%+225+1.5%AddedHolders
Q3 202214,519$1.55M0.1%−875−5.7%ReducedHolders
Q2 202215,394$1.64M0.1%+203+1.3%AddedHolders
Q1 202215,191$1.54M0.1%+35+0.2%AddedHolders
Q4 202115,156$1.14M0.1%+4,845+47.0%AddedHolders
Q3 202110,311$728.0K0.1%+2,192+27.0%AddedHolders
Q2 20218,119$634.0K<0.1%+958+13.4%AddedHolders
Q1 20217,161$513.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.