1620 Investment Advisors’s Valero Energy VLO Stock Holding History

1620 Investment Advisors’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	$279K	Sell	1,070 -301	-22%	-$74.1K	0.17%	139
2026 Q1	$339K	Sell	1,371 -4	-0.3%	-$825	0.23%	117
2025 Q4	$224K	Hold	1,375	–	–	0.15%	148
2025 Q3	$234K	Sell	1,375 -1	-0.1%	-$149	0.16%	138
2025 Q2	$185K	Sell	1,376 -2	-0.1%	-$249	0.13%	153
2025 Q1	$182K	Sell	1,378 -11	-0.8%	-$1.46K	0.14%	153
2024 Q4	$170K	Buy	1,389 +32	+2%	+$4.28K	0.13%	166
2024 Q3	$183K	Buy	1,357 +2	+0.1%	+$290	0.13%	160
2024 Q2	$212K	Sell	1,355 -1,370	-50%	-$221K	0.16%	148
2024 Q1	$465K	Buy	2,725 +245	+10%	+$35.1K	0.47%	70
2023 Q4	$322K	Sell	2,480 -362	-13%	-$46.1K	0.35%	95
2023 Q3	$403K	Sell	2,842 -90	-3%	-$11.8K	0.46%	79
2023 Q2	$344K	Sell	2,932 -85	-3%	-$9.88K	0.37%	89
2023 Q1	$421K	Sell	3,017 -11	-0.4%	-$1.48K	0.51%	66
2022 Q4	$384K	Buy	3,028 +49	+2%	+$6.15K	0.47%	75
2022 Q3	$318K	Sell	2,979 -12	-0.4%	-$1.32K	0.47%	71
2022 Q2	$318K	Sell	2,991 -3,384	-53%	-$401K	0.44%	82
2022 Q1	$647K	Buy	+6,375	New	+$553K	0.7%	50

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1620 Investment Advisors's VLO Position: Q2 2026 in Review

1620 Investment Advisors reduced its Valero Energy (VLO) stake by 22% in Q2 2026, selling an estimated $74.1K and leaving 1,070 shares worth $279K. The position accounts for 0.17% of the portfolio, ranked #139.

1620 Investment Advisors first reported a position in VLO in Q1 2022 and has held it in 18 quarters since. The position peaked at $647K in Q1 2022. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

1620 Investment Advisors held 1,070 shares of Valero Energy worth $279K as of Q2 2026.
1620 Investment Advisors sold 301 Valero Energy shares in Q2 2026, an estimated $74.1K.
Valero Energy made up 0.17% of 1620 Investment Advisors's portfolio in Q2 2026, its #139 holding.
1620 Investment Advisors first reported a position in Valero Energy in Q1 2022 and has held it in 18 quarters since.
1620 Investment Advisors's Valero Energy position peaked at $647K in Q1 2022.
1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.