Caldwell Sutter Capital’s Valero Energy VLO Stock Holding History

Caldwell Sutter 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	$7.55K	Sell	29 -3	-9%	-$739	﹤0.01%	646
2026 Q1	$7.91K	Sell	32 -7	-18%	-$1.44K	﹤0.01%	589
2025 Q4	$6.35K	Hold	39	–	–	﹤0.01%	606
2025 Q3	$6.64K	Hold	39	–	–	﹤0.01%	602
2025 Q2	$5.24K	Buy	39 +6	+18%	+$748	﹤0.01%	615
2025 Q1	$4.36K	Sell	33 -10	-23%	-$1.33K	﹤0.01%	642
2024 Q4	$5.27K	Buy	43 +9	+26%	+$1.2K	﹤0.01%	629
2024 Q3	$4.59K	Sell	34 -8	-19%	-$1.16K	﹤0.01%	652
2024 Q2	$6.58K	Hold	42	–	–	﹤0.01%	603
2024 Q1	$7.17K	Hold	42	–	–	﹤0.01%	583
2023 Q4	$5.46K	Hold	42	–	–	﹤0.01%	618
2023 Q3	$5.95K	Hold	42	–	–	﹤0.01%	581
2023 Q2	$4.93K	Buy	42 +20	+91%	+$2.32K	﹤0.01%	607
2023 Q1	$3.07K	Buy	+22	New	+$2.96K	﹤0.01%	462

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

Caldwell Sutter Capital's VLO Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Valero Energy (VLO) stake by 9.4% in Q2 2026, selling an estimated $739 and leaving 29 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Caldwell Sutter Capital first reported a position in VLO in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.91K in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Caldwell Sutter Capital held 29 shares of Valero Energy worth $7.55K as of Q2 2026.
Caldwell Sutter Capital sold 3 Valero Energy shares in Q2 2026, an estimated $739.
Valero Energy made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #646 holding.
Caldwell Sutter Capital first reported a position in Valero Energy in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's Valero Energy position peaked at $7.91K in Q1 2026.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.