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Barden Capital Management’s Valero Energy VLO Stock Holding History

Barden Capital 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 		$880K Sell
3,379
-1,405
-29% -$346K 0.81% 38
2026
Q1 		$1.18M Buy
+4,784
New +$986K 1.01% 37

Other funds holding VLO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return

Barden Capital Management's VLO Position: Q2 2026 in Review

Barden Capital Management reduced its Valero Energy (VLO) stake by 29% in Q2 2026, selling an estimated $346K and leaving 3,379 shares worth $880K. The position accounts for 0.81% of the portfolio, ranked #38.

Barden Capital Management first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.18M in Q1 2026. 1,144 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Barden Capital Management held 3,379 shares of Valero Energy worth $880K as of Q2 2026.
  • Barden Capital Management sold 1,405 Valero Energy shares in Q2 2026, an estimated $346K.
  • Valero Energy made up 0.81% of Barden Capital Management's portfolio in Q2 2026, its #38 holding.
  • Barden Capital Management first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
  • Barden Capital Management's Valero Energy position peaked at $1.18M in Q1 2026.
  • 1,144 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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