CFS Investment Advisory Services’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
$331K Buy
1,236
+11
+0.9% +$2.71K 0.02% 305
2026
Q1
$274K Sell
1,225
-18
-1% -$3.71K 0.02% 318
2025
Q4
$202K Buy
1,243
+1
+0.1% +$169 0.01% 327
2025
Q3
$212K Buy
+1,242
New +$185K 0.02% 331

Other funds holding VLO

CFS Investment Advisory Services's VLO Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Valero Energy (VLO) stake by 0.9% in Q2 2026, buying an estimated $2.71K and bringing the position to 1,236 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #305.

CFS Investment Advisory Services first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • CFS Investment Advisory Services held 1,236 shares of Valero Energy worth $331K as of Q2 2026.
  • CFS Investment Advisory Services bought 11 Valero Energy shares in Q2 2026, an estimated $2.71K.
  • Valero Energy made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #305 holding.
  • CFS Investment Advisory Services first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.