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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
2024
Q2 		– Sell
-400
Closed -$68.3K – 1000
2024
Q1 		$68.3K Buy
+400
New +$57.3K 0.01% 619

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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. 1,212 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.
  • 1,212 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.