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Baldwin Investment Management’s Valero Energy VLO Stock Holding History

Baldwin 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 		$250K Hold
960
– – 0.02% 212
2026
Q1 		$237K Buy
+960
New +$198K 0.03% 196
2024
Q2 		– Sell
-1,260
Closed -$215K – 212
2024
Q1 		$215K Buy
+1,260
New +$181K 0.03% 202

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

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

Baldwin Investment Management held its Valero Energy (VLO) position steady in Q2 2026 at 960 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #212.

Baldwin Investment Management first reported a position in VLO in Q1 2024 and has held it in 3 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Baldwin Investment Management held 960 shares of Valero Energy worth $250K as of Q2 2026.
  • Baldwin Investment Management left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.02% of Baldwin Investment Management's portfolio in Q2 2026, its #212 holding.
  • Baldwin Investment Management first reported a position in Valero Energy in Q1 2024 and has held it in 3 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.