Bayforest Capital’s Valero Energy VLO Stock Holding History

Bayforest Capital’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	–	Sell	-500	Closed	-$124K	–	1226
2026 Q1	$124K	Sell	500 -1,955	-80%	-$403K	0.14%	291
2025 Q4	$400K	Sell	2,455 -527	-18%	-$89.3K	0.3%	67
2025 Q3	$508K	Sell	2,982 -156	-5%	-$23.3K	0.24%	141
2025 Q2	$422K	Sell	3,138 -1,099	-26%	-$137K	0.18%	222
2025 Q1	$560K	Buy	+4,237	New	+$562K	0.24%	132

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bayforest Capital's VLO Position: Q2 2026 in Review

Bayforest Capital sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 500 shares — an estimated $124K sold.

Bayforest Capital first reported a position in VLO in Q1 2025 and held it in 5 quarters. The position peaked at $560K in Q1 2025. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Bayforest Capital reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
Bayforest Capital sold 500 Valero Energy shares in Q2 2026, an estimated $124K.
Bayforest Capital first reported a position in Valero Energy in Q1 2025 and held it in 5 quarters.
Bayforest Capital's Valero Energy position peaked at $560K in Q1 2025.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.