Bank Julius Baer & Co
VLO icon

Bank Julius Baer & Co’s Valero Energy VLO Stock Holding History

Bank Julius Baer & Co’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 		$804K Sell
3,020
-364
-11% -$89.6K ﹤0.01% 417
2026
Q1 		$836K Buy
3,384
+675
+25% +$139K ﹤0.01% 395
2025
Q4 		$441K Buy
+2,709
New +$459K ﹤0.01% 435
2024
Q2 		– Sell
-251
Closed -$42.8K – 543
2024
Q1 		$42.8K Hold
251
– – ﹤0.01% 481
2023
Q4 		$32.6K Sell
251
-3
-1% -$382 ﹤0.01% 493
2023
Q3 		$36K Sell
254
-2
-0.8% -$262 ﹤0.01% 475
2023
Q2 		$30K Sell
256
-5
-2% -$581 ﹤0.01% 514
2023
Q1 		$36K Hold
261
– – ﹤0.01% 526
2022
Q4 		$33K Buy
261
+4
+2% +$502 ﹤0.01% 526
2022
Q3 		$27K Buy
257
+247
+2,470% +$27.2K ﹤0.01% 527
2022
Q2 		$1K Buy
+10
New +$1.18K ﹤0.01% 597
2020
Q4 		– Sell
-206
Closed -$9K – 854
2020
Q3 		$9K Buy
206
+196
+1,960% +$10.3K ﹤0.01% 692
2020
Q2 		$1K Sell
10
-270
-96% -$16.1K ﹤0.01% 680
2020
Q1 		$13K Buy
+280
New +$20.3K ﹤0.01% 596

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 $3.38T 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

Bank Julius Baer & Co's VLO Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Valero Energy (VLO) stake by 11% in Q2 2026, selling an estimated $89.6K and leaving 3,020 shares worth $804K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Bank Julius Baer & Co first reported a position in VLO in Q1 2020 and has held it in 14 quarters since. The position peaked at $836K in Q1 2026. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Bank Julius Baer & Co held 3,020 shares of Valero Energy worth $804K as of Q2 2026.
  • Bank Julius Baer & Co sold 364 Valero Energy shares in Q2 2026, an estimated $89.6K.
  • Valero Energy made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #417 holding.
  • Bank Julius Baer & Co first reported a position in Valero Energy in Q1 2020 and has held it in 14 quarters since.
  • Bank Julius Baer & Co's Valero Energy position peaked at $836K in Q1 2026.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.