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Brookwood Investment Group’s Valero Energy VLO Stock Holding History

Brookwood Investment 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 		$1.26M Buy
4,841
+1,192
+33% +$293K 0.14% 153
2026
Q1 		$902K Buy
3,649
+1,662
+84% +$343K 0.11% 180
2025
Q4 		$323K Sell
1,987
-7
-0.4% -$1.19K 0.04% 376
2025
Q3 		$339K Buy
1,994
+7
+0.4% +$1.04K 0.04% 352
2025
Q2 		$267K Buy
+1,987
New +$248K 0.04% 356

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

Brookwood Investment Group's VLO Position: Q2 2026 in Review

Brookwood Investment Group increased its Valero Energy (VLO) stake by 33% in Q2 2026, buying an estimated $293K and bringing the position to 4,841 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #153.

Brookwood Investment Group first reported a position in VLO in Q2 2025 and has held it in 5 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Brookwood Investment Group held 4,841 shares of Valero Energy worth $1.26M as of Q2 2026.
  • Brookwood Investment Group bought 1,192 Valero Energy shares in Q2 2026, an estimated $293K.
  • Valero Energy made up 0.14% of Brookwood Investment Group's portfolio in Q2 2026, its #153 holding.
  • Brookwood Investment Group first reported a position in Valero Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.