AlTi Global’s Valero Energy VLO Stock Holding History

AlTi Global’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	$1.3M	Sell	5,007 -7,876	-61%	-$1.94M	0.03%	224
2026 Q1	$3.18M	Buy	12,883 +8,015	+165%	+$1.65M	0.07%	122
2025 Q4	$792K	Sell	4,868 -40,026	-89%	-$6.78M	0.02%	261
2025 Q3	$7.64M	Buy	44,894 +17	+0%	+$2.54K	0.18%	71
2025 Q2	$6.4M	Sell	44,877 -1,958	-4%	-$244K	0.16%	78
2025 Q1	$6.18M	Sell	46,835 -17,958	-28%	-$2.38M	0.16%	71
2024 Q4	$8.59M	Buy	64,793 +9,963	+18%	+$1.33M	0.21%	59
2024 Q3	$7.4M	Buy	54,830 +24,991	+84%	+$3.63M	0.18%	73
2024 Q2	$4.68M	Buy	29,839 +24,425	+451%	+$3.94M	0.13%	89
2024 Q1	$924K	Buy	5,414 +80	+1%	+$11.5K	0.03%	207
2023 Q4	$693K	Buy	+5,334	New	+$679K	0.02%	213

Other funds holding VLO

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AlTi Global's VLO Position: Q2 2026 in Review

AlTi Global reduced its Valero Energy (VLO) stake by 61% in Q2 2026, selling an estimated $1.94M and leaving 5,007 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #224.

AlTi Global first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.59M in Q4 2024. 1,212 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

AlTi Global held 5,007 shares of Valero Energy worth $1.3M as of Q2 2026.
AlTi Global sold 7,876 Valero Energy shares in Q2 2026, an estimated $1.94M.
Valero Energy made up 0.03% of AlTi Global's portfolio in Q2 2026, its #224 holding.
AlTi Global first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
AlTi Global's Valero Energy position peaked at $8.59M in Q4 2024.
1,212 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.