Catherine Avery Investment Management’s Valero Energy VLO Stock Holding History

Catherine Avery Investment 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	$1.87M	Sell	7,196 -301	-4%	-$74.1K	0.82%	35
2026 Q1	$1.85M	Sell	7,497 -289	-4%	-$59.6K	0.83%	36
2025 Q4	$1.27M	Sell	7,786 -61	-0.8%	-$10.3K	0.76%	38
2025 Q3	$1.34M	Sell	7,847 -42	-0.5%	-$6.26K	0.86%	35
2025 Q2	$1.06M	Sell	7,889 -547	-6%	-$68.2K	0.81%	37
2025 Q1	$1.11M	Sell	8,436 -5,419	-39%	-$719K	1%	34
2024 Q4	$3M	Buy	+13,855	New	+$1.85M	2.65%	21

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Catherine Avery Investment Management's VLO Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Valero Energy (VLO) stake by 4% in Q2 2026, selling an estimated $74.1K and leaving 7,196 shares worth $1.87M. The position accounts for 0.82% of the portfolio, ranked #35.

Catherine Avery Investment Management first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3M in Q4 2024. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Catherine Avery Investment Management held 7,196 shares of Valero Energy worth $1.87M as of Q2 2026.
Catherine Avery Investment Management sold 301 Valero Energy shares in Q2 2026, an estimated $74.1K.
Valero Energy made up 0.82% of Catherine Avery Investment Management's portfolio in Q2 2026, its #35 holding.
Catherine Avery Investment Management first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
Catherine Avery Investment Management's Valero Energy position peaked at $3M in Q4 2024.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.