Cary Street Partners Investment Advisory’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$133K Buy
510
+33
+7% +$8.13K 0.03% 452
2026
Q1
$118K Buy
477
+43
+10% +$8.87K 0.03% 433
2025
Q4
$70.7K Buy
434
+25
+6% +$4.24K 0.02% 476
2025
Q3
$69.6K Buy
409
+66
+19% +$9.84K 0.03% 405
2025
Q2
$46.1K Sell
343
-50
-13% -$6.23K 0.02% 406
2025
Q1
$51.9K Buy
393
+184
+88% +$24.4K 0.03% 361
2024
Q4
$25.6K Sell
209
-1,457
-87% -$195K 0.02% 392
2024
Q3
$225K Buy
+1,666
New +$242K 0.01% 700
2023
Q4
Sell
-300
Closed -$42.5K 1751
2023
Q3
$42.5K Buy
300
+46
+18% +$6.03K ﹤0.01% 909
2023
Q2
$29.8K Sell
254
-57
-18% -$6.63K ﹤0.01% 943
2023
Q1
$43.4K Hold
311
﹤0.01% 778
2022
Q4
$39.5K Buy
+311
New +$39K ﹤0.01% 804
2020
Q4
Sell
-250
Closed -$11K 853
2020
Q3
$11K Buy
+250
New +$13.1K ﹤0.01% 753

Other funds holding VLO

Cary Street Partners Investment Advisory's VLO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Valero Energy (VLO) stake by 6.9% in Q2 2026, buying an estimated $8.13K and bringing the position to 510 shares worth $133K. The position accounts for 0.03% of the portfolio, ranked #452.

Cary Street Partners Investment Advisory first reported a position in VLO in Q3 2020 and has held it in 13 quarters since. The position peaked at $225K in Q3 2024. 1,604 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Cary Street Partners Investment Advisory held 510 shares of Valero Energy worth $133K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 33 Valero Energy shares in Q2 2026, an estimated $8.13K.
  • Valero Energy made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #452 holding.
  • Cary Street Partners Investment Advisory first reported a position in Valero Energy in Q3 2020 and has held it in 13 quarters since.
  • Cary Street Partners Investment Advisory's Valero Energy position peaked at $225K in Q3 2024.
  • 1,604 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.