Azimuth Capital Investment Management
VLO icon

Azimuth Capital Investment Management’s Valero Energy VLO Stock Holding History

Azimuth Capital 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 		$781K Hold
3,000
– – 0.03% 224
2026
Q1 		$741K Hold
3,000
– – 0.03% 216
2025
Q4 		$488K Hold
3,000
– – 0.02% 246
2025
Q3 		$511K Hold
3,000
– – 0.02% 241
2025
Q2 		$403K Hold
3,000
– – 0.02% 256
2025
Q1 		$396K Sell
3,000
-30
-1% -$3.98K 0.02% 254
2024
Q4 		$371K Hold
3,030
– – 0.01% 260
2024
Q3 		$409K Sell
3,030
-50
-2% -$7.26K 0.02% 259
2024
Q2 		$483K Sell
3,080
-55
-2% -$8.88K 0.02% 246
2024
Q1 		$535K Sell
3,135
-17,112
-85% -$2.45M 0.02% 238
2023
Q4 		$2.63M Sell
20,247
-2,407
-11% -$306K 0.12% 170
2023
Q3 		$3.21M Sell
22,654
-41
-0.2% -$5.37K 0.16% 166
2023
Q2 		$2.66M Sell
22,695
-505
-2% -$58.7K 0.13% 174
2023
Q1 		$3.24M Sell
23,200
-28,612
-55% -$3.84M 0.16% 170
2022
Q4 		$6.57M Buy
51,812
+60
+0.1% +$7.53K 0.33% 109
2022
Q3 		$5.53M Sell
51,752
-16,652
-24% -$1.83M 0.3% 122
2022
Q2 		$7.27M Buy
+68,404
New +$8.1M 0.37% 100

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BlackRock
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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Azimuth Capital Investment Management's VLO Position: Q2 2026 in Review

Azimuth Capital Investment Management held its Valero Energy (VLO) position steady in Q2 2026 at 3,000 shares worth $781K. The position accounts for 0.03% of the portfolio, ranked #224.

Azimuth Capital Investment Management first reported a position in VLO in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.27M in Q2 2022. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Azimuth Capital Investment Management held 3,000 shares of Valero Energy worth $781K as of Q2 2026.
  • Azimuth Capital Investment Management left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.03% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #224 holding.
  • Azimuth Capital Investment Management first reported a position in Valero Energy in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's Valero Energy position peaked at $7.27M in Q2 2022.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.