BankPlus Wealth Management’s Valero Energy VLO Stock Holding History

BankPlus Wealth 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	$820K	Sell	3,146 -36	-1%	-$8.86K	0.37%	46
2026 Q1	$786K	Sell	3,182 -258	-8%	-$53.2K	0.41%	41
2025 Q4	$560K	Sell	3,440 -18	-0.5%	-$3.05K	0.31%	62
2025 Q3	$589K	Buy	3,458 +100	+3%	+$14.9K	0.35%	55
2025 Q2	$451K	Buy	3,358 +173	+5%	+$21.6K	0.3%	68
2025 Q1	$421K	Buy	3,185 +240	+8%	+$31.8K	0.31%	68
2024 Q4	$361K	Buy	+2,945	New	+$394K	0.27%	74

Other funds holding VLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

BankPlus Wealth Management's VLO Position: Q2 2026 in Review

BankPlus Wealth Management reduced its Valero Energy (VLO) stake by 1.1% in Q2 2026, selling an estimated $8.86K and leaving 3,146 shares worth $820K. The position accounts for 0.37% of the portfolio, ranked #46.

BankPlus Wealth Management first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 877 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

BankPlus Wealth Management held 3,146 shares of Valero Energy worth $820K as of Q2 2026.
BankPlus Wealth Management sold 36 Valero Energy shares in Q2 2026, an estimated $8.86K.
Valero Energy made up 0.37% of BankPlus Wealth Management's portfolio in Q2 2026, its #46 holding.
BankPlus Wealth Management first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
877 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.