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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
Q2 		$8.98M Sell
34,484
-12,195
-26% -$3M 3.13% 20
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 $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

Cambridge Financial Group's VLO Position: Q2 2026 in Review

Cambridge Financial Group reduced its Valero Energy (VLO) stake by 26% in Q2 2026, selling an estimated $3M and leaving 34,484 shares worth $8.98M. The position accounts for 3.13% of the portfolio, ranked #20.

Cambridge Financial Group first reported a position in VLO in Q4 2015 and has held it in 16 quarters since. The position peaked at $11.5M in Q1 2026. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Cambridge Financial Group held 34,484 shares of Valero Energy worth $8.98M as of Q2 2026.
  • Cambridge Financial Group sold 12,195 Valero Energy shares in Q2 2026, an estimated $3M.
  • Valero Energy made up 3.13% of Cambridge Financial Group's portfolio in Q2 2026, its #20 holding.
  • Cambridge Financial Group first reported a position in Valero Energy in Q4 2015 and has held it in 16 quarters since.
  • Cambridge Financial Group's Valero Energy position peaked at $11.5M in Q1 2026.
  • 1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Cambridge Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.