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Cardinal Point Capital Management’s Valero Energy VLO Stock Holding History

Cardinal Point 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 		$235K Buy
903
+69
+8% +$17K 0.01% 271
2026
Q1 		$206K Buy
+834
New +$172K 0.01% 282

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

Cardinal Point Capital Management's VLO Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Valero Energy (VLO) stake by 8.3% in Q2 2026, buying an estimated $17K and bringing the position to 903 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #271.

Cardinal Point Capital Management first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Cardinal Point Capital Management held 903 shares of Valero Energy worth $235K as of Q2 2026.
  • Cardinal Point Capital Management bought 69 Valero Energy shares in Q2 2026, an estimated $17K.
  • Valero Energy made up 0.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #271 holding.
  • Cardinal Point Capital Management first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.