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Ares Financial Consulting’s Valero Energy VLO Stock Holding History

Ares Financial Consulting’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 		$51.6K Hold
198
– – 0.04% 222
2026
Q1 		$47.8K Buy
198
+137
+225% +$28.2K 0.04% 222
2025
Q4 		$9.93K Buy
+61
New +$10.3K 0.01% 363

Other funds holding VLO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Ares Financial Consulting's VLO Position: Q2 2026 in Review

Ares Financial Consulting held its Valero Energy (VLO) position steady in Q2 2026 at 198 shares worth $51.6K. The position accounts for 0.04% of the portfolio, ranked #222.

Ares Financial Consulting first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 1,067 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Ares Financial Consulting held 198 shares of Valero Energy worth $51.6K as of Q2 2026.
  • Ares Financial Consulting left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.04% of Ares Financial Consulting's portfolio in Q2 2026, its #222 holding.
  • Ares Financial Consulting first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.