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Cambridge Financial Group’s Valero Energy VLO Stock Holding History

Cambridge Financial 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
Q1 		$11.5M Sell
46,679
-5,418
-10% -$1.12M 4.31% 1
2025
Q4 		$8.48M Sell
52,097
-1,188
-2% -$201K 3.24% 13
2025
Q3 		$9.07M Buy
53,285
+13,865
+35% +$2.07M 3.52% 9
2025
Q2 		$5.3M Sell
39,420
-15,195
-28% -$1.89M 2.67% 22
2025
Q1 		$7.21M Buy
54,615
+7,240
+15% +$961K 3.13% 21
2024
Q4 		$5.81M Buy
+47,375
New +$6.34M 2.4% 29
2024
Q2 		$6.42M Sell
40,970
-2,210
-5% -$357K 2.89% 24
2024
Q1 		$7.37M Buy
43,180
+600
+1% +$86K 3.27% 18
2023
Q4 		$5.54M Sell
42,580
-7,550
-15% -$961K 2.77% 26
2023
Q3 		$7.1M Buy
+50,130
New +$6.57M 3.87% 7
2022
Q4 		$6.36M Sell
50,131
-10,115
-17% -$1.27M 3.55% 12
2022
Q3 		$6.44M Buy
+60,246
New +$6.63M 3.87% 9
2022
Q1 		$8.57M Buy
+84,370
New +$7.32M 3.84% 7
2016
Q2 		– Sell
-75,250
Closed -$4.83M – 33
2016
Q1 		$4.83M Buy
75,250
+1,500
+2% +$95.4K 3% 24
2015
Q4 		$5.21M Buy
+73,750
New +$5.02M 3.12% 23

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cambridge Financial Group's VLO Position: Q1 2026 in Review

Cambridge Financial Group reduced its Valero Energy (VLO) stake by 10% in Q1 2026, selling an estimated $1.12M and leaving 46,679 shares worth $11.5M. The position accounts for 4.31% of the portfolio, ranked #1.

Cambridge Financial Group first reported a position in VLO in Q4 2015 and has held it in 15 quarters since. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Cambridge Financial Group held 46,679 shares of Valero Energy worth $11.5M as of Q1 2026.
  • Cambridge Financial Group sold 5,418 Valero Energy shares in Q1 2026, an estimated $1.12M.
  • Valero Energy made up 4.31% of Cambridge Financial Group's portfolio in Q1 2026, its #1 holding.
  • Cambridge Financial Group first reported a position in Valero Energy in Q4 2015 and has held it in 15 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Cambridge Financial Group's 13F filing for Q1 2026, filed 14 May 2026.