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Carmel Capital Management’s Valero Energy VLO Stock Holding History

Carmel 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 		$17.2M Buy
65,933
+13,347
+25% +$3.29M 3.76% 12
2026
Q1 		$13M Hold
52,586
– – 3.72% 12
2025
Q4 		$8.56M Buy
52,586
+1,450
+3% +$246K 2.59% 17
2025
Q3 		$8.71M Buy
51,136
+2,825
+6% +$421K 2.65% 15
2025
Q2 		$6.49M Hold
48,311
– – 2.19% 18
2025
Q1 		$6.38M Buy
48,311
+300
+0.6% +$39.8K 2.59% 17
2024
Q4 		$5.89M Sell
48,011
-100
-0.2% -$13.4K 2.22% 19
2024
Q3 		$6.5M Sell
48,111
-200
-0.4% -$29K 2.44% 18
2024
Q2 		$7.57M Buy
48,311
+120
+0.2% +$19.4K 2.95% 17
2024
Q1 		$8.23M Buy
48,191
+200
+0.4% +$28.7K 3.38% 14
2023
Q4 		$6.24M Hold
47,991
– – 3% 17
2023
Q3 		$6.8M Sell
47,991
-384
-0.8% -$50.3K 3.85% 14
2023
Q2 		$5.67M Buy
48,375
+150
+0.3% +$17.4K 2.95% 15
2023
Q1 		$6.73M Buy
48,225
+500
+1% +$67.2K 3.85% 12
2022
Q4 		$6.05M Buy
47,725
+600
+1% +$75.3K 3.74% 13
2022
Q3 		$5.04M Buy
47,125
+900
+2% +$99K 3.29% 17
2022
Q2 		$4.91M Buy
46,225
+2,200
+5% +$260K 3.04% 18
2022
Q1 		$4.47M Buy
44,025
+18,650
+73% +$1.62M 2.33% 21
2021
Q4 		$1.91M Buy
+25,375
New +$1.89M 0.94% 27

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

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

Carmel Capital Management increased its Valero Energy (VLO) stake by 25% in Q2 2026, buying an estimated $3.29M and bringing the position to 65,933 shares worth $17.2M. The position accounts for 3.76% of the portfolio, ranked #12.

Carmel Capital Management first reported a position in VLO in Q4 2021 and has held it in 19 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Carmel Capital Management held 65,933 shares of Valero Energy worth $17.2M as of Q2 2026.
  • Carmel Capital Management bought 13,347 Valero Energy shares in Q2 2026, an estimated $3.29M.
  • Valero Energy made up 3.76% of Carmel Capital Management's portfolio in Q2 2026, its #12 holding.
  • Carmel Capital Management first reported a position in Valero Energy in Q4 2021 and has held it in 19 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Carmel Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.