Berman McAleer’s Valero Energy VLO Stock Holding History

Berman McAleer’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	$473K	Buy	1,815 +22	+1%	+$5.42K	0.05%	106
2026 Q1	$443K	Buy	1,793 +100	+6%	+$20.6K	0.06%	102
2025 Q4	$276K	Hold	1,693	–	–	0.04%	131
2025 Q3	$288K	Buy	+1,693	New	+$252K	0.04%	133

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

Berman McAleer's VLO Position: Q2 2026 in Review

Berman McAleer increased its Valero Energy (VLO) stake by 1.2% in Q2 2026, buying an estimated $5.42K and bringing the position to 1,815 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #106.

Berman McAleer first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. 1,964 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Berman McAleer held 1,815 shares of Valero Energy worth $473K as of Q2 2026.
Berman McAleer bought 22 Valero Energy shares in Q2 2026, an estimated $5.42K.
Valero Energy made up 0.05% of Berman McAleer's portfolio in Q2 2026, its #106 holding.
Berman McAleer first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
1,964 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.