Question 1

Does EP Wealth Advisors own VLO stock?

Accepted Answer

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 229,679 shares of VLO (Valero Energy), worth $59.8M.

Question 2

How many shares of VLO does EP Wealth Advisors own?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors holds 229,679 shares of VLO (Valero Energy).

Question 3

What is EP Wealth Advisors' VLO position worth?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors' VLO position is worth $59.8M.

Question 4

Is EP Wealth Advisors buying or selling VLO?

Accepted Answer

In Q2 2026, EP Wealth Advisors increased its VLO position by 5,108 shares (+2.3%).

Question 5

When did EP Wealth Advisors first buy VLO?

Accepted Answer

EP Wealth Advisors already held VLO in its Q4 2018 13F, the earliest on record, and has listed it in 29 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	229,679	+2.3%	$59.8M	0.2%	$259.44	36
2026-Q1	Decreased	224,571	-0.7%	$55.5M	0.3%	$244.96	0
2025-Q4	Increased	226,213	+11.4%	$36.8M	0.2%	$160.42	39
2025-Q2	Increased	203,092	+5.2%	$27.3M	0.2%	$130.56	36
2025-Q1	Increased	193,087	+3.8%	$25.5M	0.2%	$127.20	36
2024-Q4	Increased	186,085	+2.4%	$22.8M	0.2%	$117.11	35
2024-Q3	Increased	181,720	+5.9%	$24.5M	0.2%	$128.03	36