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Cedar Mountain Advisors’s Valero Energy VLO Stock Holding History

Cedar Mountain Advisors’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 		$51K Sell
196
-4
-2% -$985 0.01% 175
2026
Q1 		$49.4K Buy
200
+183
+1,076% +$37.7K 0.01% 154
2025
Q4 		$2.77K Hold
17
– – ﹤0.01% 370
2025
Q3 		$2.89K Buy
+17
New +$2.54K ﹤0.01% 385
2023
Q3 		– Sell
-90
Closed -$10.6K – 327
2023
Q2 		$10.6K Hold
90
– – ﹤0.01% 164
2023
Q1 		$12.6K Buy
+90
New +$12.1K ﹤0.01% 145

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cedar Mountain Advisors's VLO Position: Q2 2026 in Review

Cedar Mountain Advisors reduced its Valero Energy (VLO) stake by 2% in Q2 2026, selling an estimated $985 and leaving 196 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #175.

Cedar Mountain Advisors first reported a position in VLO in Q1 2023 and has held it in 6 quarters since. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Cedar Mountain Advisors held 196 shares of Valero Energy worth $51K as of Q2 2026.
  • Cedar Mountain Advisors sold 4 Valero Energy shares in Q2 2026, an estimated $985.
  • Valero Energy made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #175 holding.
  • Cedar Mountain Advisors first reported a position in Valero Energy in Q1 2023 and has held it in 6 quarters since.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.