Athena Investment Management’s Valero Energy VLO Stock Holding History

Athena Investment Management’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	-1,058	Closed	-$261K	–	154
2026 Q1	$261K	Buy	+1,058	New	+$218K	0.14%	131
2025 Q4	–	Sell	-1,320	Closed	-$225K	–	159
2025 Q3	$225K	Sell	1,320 -188	-12%	-$28K	0.12%	146
2025 Q2	$203K	Buy	+1,508	New	+$188K	0.11%	150
2024 Q4	–	Sell	-1,515	Closed	-$205K	–	157
2024 Q3	$205K	Hold	1,515	–	–	0.12%	147
2024 Q2	$237K	Sell	1,515 -35	-2%	-$5.65K	0.14%	129
2024 Q1	$265K	Sell	1,550 -77	-5%	-$11K	0.16%	127
2023 Q4	$212K	Hold	1,627	–	–	0.14%	136
2023 Q3	$231K	Buy	+1,627	New	+$213K	0.17%	124
2023 Q2	–	Sell	-1,627	Closed	-$227K	–	139
2023 Q1	$227K	Sell	1,627 -6	-0.4%	-$806	0.16%	129
2022 Q4	$207K	Buy	+1,633	New	+$205K	0.15%	133

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

Athena Investment Management's VLO Position: Q2 2026 in Review

Athena Investment Management sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 1,058 shares — an estimated $261K sold.

Athena Investment Management first reported a position in VLO in Q4 2022 and held it in 10 quarters. The position peaked at $265K in Q1 2024. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Athena Investment Management reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
Athena Investment Management sold 1,058 Valero Energy shares in Q2 2026, an estimated $261K.
Athena Investment Management first reported a position in Valero Energy in Q4 2022 and held it in 10 quarters.
Athena Investment Management's Valero Energy position peaked at $265K in Q1 2024.
1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.