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Advocate Group’s Valero Energy VLO Stock Holding History

Advocate Group’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 		$270K Hold
1,035
– – 0.04% 112
2026
Q1 		$256K Buy
+1,035
New +$213K 0.04% 113
2024
Q2 		– Sell
-1,204
Closed -$206K – 127
2024
Q1 		$206K Buy
+1,204
New +$173K 0.04% 117
2023
Q4 		– Sell
-1,888
Closed -$268K – 120
2023
Q3 		$268K Sell
1,888
-73
-4% -$9.56K 0.06% 104
2023
Q2 		$230K Hold
1,961
– – 0.05% 114
2023
Q1 		$274K Sell
1,961
-864
-31% -$116K 0.06% 109
2022
Q4 		$358K Sell
2,825
-66
-2% -$8.29K 0.08% 100
2022
Q3 		$309K Sell
2,891
-317
-10% -$34.9K 0.08% 97
2022
Q2 		$341K Buy
+3,208
New +$380K 0.08% 98

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Advocate Group's VLO Position: Q2 2026 in Review

Advocate Group held its Valero Energy (VLO) position steady in Q2 2026 at 1,035 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #112.

Advocate Group first reported a position in VLO in Q2 2022 and has held it in 9 quarters since. The position peaked at $358K in Q4 2022. 877 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Advocate Group held 1,035 shares of Valero Energy worth $270K as of Q2 2026.
  • Advocate Group left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.04% of Advocate Group's portfolio in Q2 2026, its #112 holding.
  • Advocate Group first reported a position in Valero Energy in Q2 2022 and has held it in 9 quarters since.
  • Advocate Group's Valero Energy position peaked at $358K in Q4 2022.
  • 877 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.