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Annis Gardner Whiting Capital Advisors’s Valero Energy VLO Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-628
Closed -$155K – 1217
2026
Q1 		$155K Buy
628
+326
+108% +$67.2K 0.02% 354
2025
Q4 		$49.2K Buy
302
+6
+2% +$1.02K 0.01% 532
2025
Q3 		$50.4K Sell
296
-16
-5% -$2.39K 0.01% 501
2025
Q2 		$41.9K Buy
312
+76
+32% +$9.47K 0.01% 446
2025
Q1 		$31.2K Hold
236
– – 0.01% 397
2024
Q4 		$28.9K Buy
236
+8
+4% +$1.07K 0.01% 400
2024
Q3 		$30.8K Sell
228
-379
-62% -$55K 0.01% 415
2024
Q2 		$95.2K Buy
607
+69
+13% +$11.1K 0.03% 312
2024
Q1 		$91.8K Buy
538
+342
+174% +$49K 0.03% 292
2023
Q4 		$25.5K Hold
196
– – 0.01% 368
2023
Q3 		$27.8K Buy
+196
New +$25.7K 0.01% 354

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's VLO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 628 shares — an estimated $155K sold.

Annis Gardner Whiting Capital Advisors first reported a position in VLO in Q3 2023 and held it in 11 quarters. The position peaked at $155K in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 628 Valero Energy shares in Q2 2026, an estimated $155K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Valero Energy in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Valero Energy position peaked at $155K in Q1 2026.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.