BGAI
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Bruce G. Allen Investments’s Valero Energy VLO Stock Holding History

Bruce G. Allen Investments’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 		$40.6K Hold
156
– – 0.03% 303
2026
Q1 		$38.5K Sell
156
-50
-24% -$10.3K 0.03% 310
2025
Q4 		$33.5K Buy
206
+51
+33% +$8.64K 0.02% 328
2025
Q3 		$26.4K Hold
155
– – 0.02% 361
2025
Q2 		$20.8K Sell
155
-40
-21% -$4.99K 0.02% 388
2025
Q1 		$25.8K Hold
195
– – 0.02% 353
2024
Q4 		$23.9K Buy
195
+9
+5% +$1.2K 0.02% 361
2024
Q3 		$25.1K Sell
186
-17
-8% -$2.47K 0.02% 362
2024
Q2 		$31.8K Buy
203
+14
+7% +$2.26K 0.03% 312
2024
Q1 		$32.3K Buy
189
+25
+15% +$3.58K 0.03% 313
2023
Q4 		$21.3K Buy
+164
New +$20.9K 0.02% 366

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's VLO Position: Q2 2026 in Review

Bruce G. Allen Investments held its Valero Energy (VLO) position steady in Q2 2026 at 156 shares worth $40.6K. The position accounts for 0.03% of the portfolio, ranked #303.

Bruce G. Allen Investments first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Bruce G. Allen Investments held 156 shares of Valero Energy worth $40.6K as of Q2 2026.
  • Bruce G. Allen Investments left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.03% of Bruce G. Allen Investments's portfolio in Q2 2026, its #303 holding.
  • Bruce G. Allen Investments first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.