Burkett Financial Services’s Valero Energy VLO Stock Holding History

Burkett Financial Services’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	$163K	Buy	624 +3	+0.5%	+$739	0.05%	56
2026 Q1	$154K	Buy	621 +3	+0.5%	+$618	0.05%	57
2025 Q4	$101K	Buy	618 +4	+0.7%	+$678	0.03%	72
2025 Q3	$105K	Buy	614 +4	+0.7%	+$597	0.04%	72
2025 Q2	$82K	Buy	610 +5	+0.8%	+$623	0.03%	78
2025 Q1	$79.9K	Buy	605 +5	+0.8%	+$663	0.03%	74
2024 Q4	$73.5K	Buy	600 +6	+1%	+$803	0.03%	71
2024 Q3	$80.2K	Buy	594 +4	+0.7%	+$581	0.03%	65
2024 Q2	$92.5K	Buy	590 +4	+0.7%	+$645	0.05%	58
2024 Q1	$100K	Buy	586 +4	+0.7%	+$573	0.05%	59
2023 Q4	$75.6K	Buy	+582	New	+$74K	0.04%	69

Other funds holding VLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Burkett Financial Services's VLO Position: Q2 2026 in Review

Burkett Financial Services increased its Valero Energy (VLO) stake by 0.48% in Q2 2026, buying an estimated $739 and bringing the position to 624 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #56.

Burkett Financial Services first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. 500 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Burkett Financial Services held 624 shares of Valero Energy worth $163K as of Q2 2026.
Burkett Financial Services bought 3 Valero Energy shares in Q2 2026, an estimated $739.
Valero Energy made up 0.05% of Burkett Financial Services's portfolio in Q2 2026, its #56 holding.
Burkett Financial Services first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
500 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.