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Capstone Capital Management’s Valero Energy VLO Stock Holding History

Capstone Capital Management’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 		$813K Buy
+3,122
New +$769K 0.36% 78
2026
Q1 		– Sell
-6,017
Closed -$980K – 123
2025
Q4 		$980K Buy
+6,017
New +$1.02M 0.94% 26

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

Capstone Capital Management's VLO Position: Q2 2026 in Review

Capstone Capital Management opened a new position in Valero Energy (VLO) in Q2 2026: 3,122 shares worth $813K. The stake represents 0.36% of the portfolio and ranks #78 among its holdings. This is a return to the name: Capstone Capital Management previously reported a position in VLO as recently as Q4 2025.

Capstone Capital Management first reported a position in VLO in Q4 2025 and has held it in 2 quarters since. The position peaked at $980K in Q4 2025. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Capstone Capital Management held 3,122 shares of Valero Energy worth $813K as of Q2 2026.
  • Valero Energy was a new Capstone Capital Management position in Q2 2026.
  • Valero Energy made up 0.36% of Capstone Capital Management's portfolio in Q2 2026, its #78 holding.
  • Capstone Capital Management first reported a position in Valero Energy in Q4 2025 and has held it in 2 quarters since.
  • Capstone Capital Management's Valero Energy position peaked at $980K in Q4 2025.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Capstone Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.