Cherokee Insurance’s Valero Energy VLO Stock Holding History

Cherokee Insurance’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	$2.96M	Sell	11,350 -7,000	-38%	-$1.72M	1.14%	28
2026 Q1	$4.53M	Sell	18,350 -4,500	-20%	-$928K	1.72%	20
2025 Q4	$3.72M	Hold	22,850	–	–	1.51%	22
2025 Q3	$3.89M	Hold	22,850	–	–	1.67%	18
2025 Q2	$3.07M	Hold	22,850	–	–	1.34%	27
2025 Q1	$3.02M	Hold	22,850	–	–	1.33%	27
2024 Q4	$2.8M	Buy	+22,850	New	+$3.06M	1.27%	28

Other funds holding VLO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cherokee Insurance's VLO Position: Q2 2026 in Review

Cherokee Insurance reduced its Valero Energy (VLO) stake by 38% in Q2 2026, selling an estimated $1.72M and leaving 11,350 shares worth $2.96M. The position accounts for 1.14% of the portfolio, ranked #28.

Cherokee Insurance first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.53M in Q1 2026. 983 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Cherokee Insurance held 11,350 shares of Valero Energy worth $2.96M as of Q2 2026.
Cherokee Insurance sold 7,000 Valero Energy shares in Q2 2026, an estimated $1.72M.
Valero Energy made up 1.14% of Cherokee Insurance's portfolio in Q2 2026, its #28 holding.
Cherokee Insurance first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
Cherokee Insurance's Valero Energy position peaked at $4.53M in Q1 2026.
983 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.