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Capital Investment Advisory Services’s Valero Energy VLO Stock Holding History

Capital Investment Advisory 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 		$282K Sell
1,084
-9
-0.8% -$2.22K 0.02% 605
2026
Q1 		$270K Sell
1,093
-487
-31% -$100K 0.02% 543
2025
Q4 		$257K Buy
1,580
+9
+0.6% +$1.52K 0.02% 549
2025
Q3 		$267K Hold
1,571
– – 0.02% 501
2025
Q2 		$211K Buy
+1,571
New +$196K 0.02% 547
2025
Q1 		– Sell
-1,881
Closed -$231K – 1036
2024
Q4 		$231K Hold
1,881
– – 0.02% 463
2024
Q3 		$254K Sell
1,881
-270
-13% -$39.2K 0.02% 449
2024
Q2 		$337K Buy
2,151
+200
+10% +$32.3K 0.03% 369
2024
Q1 		$333K Sell
1,951
-975
-33% -$140K 0.04% 374
2023
Q4 		$380K Sell
2,926
-115
-4% -$14.6K 0.04% 355
2023
Q3 		$431K Sell
3,041
-485
-14% -$63.5K 0.04% 307
2023
Q2 		$414K Buy
3,526
+800
+29% +$93K 0.04% 307
2023
Q1 		$381K Sell
2,726
-1,000
-27% -$134K 0.04% 316
2022
Q4 		$473K Buy
3,726
+1,400
+60% +$176K 0.06% 281
2022
Q3 		$249K Sell
2,326
-5
-0.2% -$550 0.03% 382
2022
Q2 		$248K Sell
2,331
-1,220
-34% -$144K 0.03% 405
2022
Q1 		$361K Sell
3,551
-479
-12% -$41.5K 0.04% 349
2021
Q4 		$303K Buy
4,030
+5
+0.1% +$372 0.04% 375
2021
Q3 		$284K Buy
4,025
+881
+28% +$58.6K 0.04% 374
2021
Q2 		$245K Buy
+3,144
New +$243K 0.03% 407
2019
Q4 		– Sell
-704
Closed -$60K – 1237
2019
Q3 		$60K Hold
704
– – 0.02% 518
2019
Q2 		$59K Sell
704
-50
-7% -$4.13K 0.02% 514
2019
Q1 		$64K Buy
754
+144
+24% +$11.9K 0.02% 435
2018
Q4 		$46K Buy
+610
New +$53.6K 0.02% 474

Other funds holding VLO

Robeco Institutional Asset Management
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Capital Investment Advisory Services's VLO Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Valero Energy (VLO) stake by 0.82% in Q2 2026, selling an estimated $2.22K and leaving 1,084 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #605.

Capital Investment Advisory Services first reported a position in VLO in Q4 2018 and has held it in 24 quarters since. The position peaked at $473K in Q4 2022. 518 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Capital Investment Advisory Services held 1,084 shares of Valero Energy worth $282K as of Q2 2026.
  • Capital Investment Advisory Services sold 9 Valero Energy shares in Q2 2026, an estimated $2.22K.
  • Valero Energy made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #605 holding.
  • Capital Investment Advisory Services first reported a position in Valero Energy in Q4 2018 and has held it in 24 quarters since.
  • Capital Investment Advisory Services's Valero Energy position peaked at $473K in Q4 2022.
  • 518 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.