Broadwater Capital’s Valero Energy VLO Stock Holding History

Broadwater 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	$1.56K	Hold	6	–	–	﹤0.01%	197
2026 Q1	$977	Hold	6	–	–	﹤0.01%	205
2025 Q4	$977	Hold	6	–	–	﹤0.01%	205
2025 Q3	$1.02K	Sell	6 -801	-99%	-$119K	﹤0.01%	208
2025 Q2	$807K	Buy	807 +801	+13,350%	+$99.8K	﹤0.01%	213
2025 Q1	$792	Hold	6	–	–	﹤0.01%	213
2024 Q4	$736	Hold	6	–	–	﹤0.01%	222
2024 Q3	$810	Hold	6	–	–	﹤0.01%	226
2024 Q2	$941	Hold	6	–	–	﹤0.01%	224
2024 Q1	$1.02K	Hold	6	–	–	﹤0.01%	221
2023 Q4	$780	Buy	+6	New	+$763	﹤0.01%	217

Other funds holding VLO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Broadwater Capital's VLO Position: Q2 2026 in Review

Broadwater Capital held its Valero Energy (VLO) position steady in Q2 2026 at 6 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Broadwater Capital first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. The position peaked at $807K in Q2 2025. 1,067 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Broadwater Capital held 6 shares of Valero Energy worth $1.56K as of Q2 2026.
Broadwater Capital left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up ﹤0.01% of Broadwater Capital's portfolio in Q2 2026, its #197 holding.
Broadwater Capital first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Valero Energy position peaked at $807K in Q2 2025.
1,067 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.