BFG
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Berger Financial Group’s Valero Energy VLO Stock Holding History

Berger Financial Group’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 		$9.92M Sell
38,101
-1,614
-4% -$397K 0.51% 40
2026
Q1 		$9.81M Buy
39,715
+33,678
+558% +$6.94M 0.55% 39
2025
Q4 		$983K Sell
6,037
-124
-2% -$21K 0.06% 213
2025
Q3 		$1.05M Sell
6,161
-40
-0.6% -$5.96K 0.06% 198
2025
Q2 		$834K Sell
6,201
-7
-0.1% -$872 0.05% 212
2025
Q1 		$820K Sell
6,208
-376
-6% -$49.9K 0.06% 204
2024
Q4 		$807K Buy
6,584
+796
+14% +$106K 0.06% 196
2024
Q3 		$782K Buy
+5,788
New +$840K 0.06% 180
2024
Q2 		– Sell
-1,309
Closed -$223K – 380
2024
Q1 		$223K Sell
1,309
-33,587
-96% -$4.81M 0.02% 335
2023
Q4 		$4.54M Sell
34,896
-419
-1% -$53.3K 0.47% 64
2023
Q3 		$5M Buy
35,315
+365
+1% +$47.8K 0.57% 47
2023
Q2 		$4.1M Sell
34,950
-520
-1% -$60.4K 0.47% 71
2023
Q1 		$4.95M Sell
35,470
-18,256
-34% -$2.45M 0.6% 39
2022
Q4 		$6.82M Sell
53,726
-400
-0.7% -$50.2K 0.9% 26
2022
Q3 		$5.78M Buy
54,126
+269
+0.5% +$29.6K 0.85% 27
2022
Q2 		$5.72M Sell
53,857
-1,430
-3% -$169K 0.84% 29
2022
Q1 		$5.61M Buy
+55,287
New +$4.8M 0.71% 30

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

Berger Financial Group's VLO Position: Q2 2026 in Review

Berger Financial Group reduced its Valero Energy (VLO) stake by 4.1% in Q2 2026, selling an estimated $397K and leaving 38,101 shares worth $9.92M. The position accounts for 0.51% of the portfolio, ranked #40.

Berger Financial Group first reported a position in VLO in Q1 2022 and has held it in 17 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Berger Financial Group held 38,101 shares of Valero Energy worth $9.92M as of Q2 2026.
  • Berger Financial Group sold 1,614 Valero Energy shares in Q2 2026, an estimated $397K.
  • Valero Energy made up 0.51% of Berger Financial Group's portfolio in Q2 2026, its #40 holding.
  • Berger Financial Group first reported a position in Valero Energy in Q1 2022 and has held it in 17 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.