Alta Advisers’s Valero Energy VLO Stock Holding History

Alta Advisers’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	$297K	Hold	1,142	–	–	0.07%	145
2026 Q1	$282K	Buy	+1,142	New	+$235K	0.1%	146
2025 Q4	–	Sell	-1,742	Closed	-$297K	–	244
2025 Q3	$297K	Hold	1,742	–	–	0.09%	177
2025 Q2	$234K	Hold	1,742	–	–	0.08%	211
2025 Q1	$230K	Buy	+1,742	New	+$231K	0.1%	203
2024 Q4	–	Sell	-1,200	Closed	-$162K	–	394
2024 Q3	$162K	Hold	1,200	–	–	0.07%	189
2024 Q2	$188K	Hold	1,200	–	–	0.09%	144
2024 Q1	$205K	Hold	1,200	–	–	0.1%	127
2023 Q4	$156K	Hold	1,200	–	–	0.08%	157
2023 Q3	$170K	Hold	1,200	–	–	0.1%	124
2023 Q2	$141K	Hold	1,200	–	–	0.08%	159
2023 Q1	$168K	Hold	1,200	–	–	0.1%	124
2022 Q4	$152K	Hold	1,200	–	–	0.09%	136
2022 Q3	$128K	Buy	+1,200	New	+$132K	0.08%	152

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

Alta Advisers's VLO Position: Q2 2026 in Review

Alta Advisers held its Valero Energy (VLO) position steady in Q2 2026 at 1,142 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #145.

Alta Advisers first reported a position in VLO in Q3 2022 and has held it in 14 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Alta Advisers held 1,142 shares of Valero Energy worth $297K as of Q2 2026.
Alta Advisers left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.07% of Alta Advisers's portfolio in Q2 2026, its #145 holding.
Alta Advisers first reported a position in Valero Energy in Q3 2022 and has held it in 14 quarters since.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.