Chesapeake Wealth Management’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 | $980K | Sell |
3,761
-109
| -3% | -$26.8K | 0.27% | 79 |
|
|
2026
Q1 | $956K | Sell |
3,870
-197
| -5% | -$40.6K | 0.29% | 80 |
|
|
2025
Q4 | $662K | Sell |
4,067
-630
| -13% | -$107K | 0.2% | 96 |
|
|
2025
Q3 | $800K | Sell |
4,697
-51
| -1% | -$7.61K | 0.24% | 88 |
|
|
2025
Q2 | $638K | Sell |
4,748
-45
| -0.9% | -$5.61K | 0.21% | 100 |
|
|
2025
Q1 | $633K | Sell |
4,793
-259
| -5% | -$34.4K | 0.23% | 99 |
|
|
2024
Q4 | $619K | Sell |
5,052
-400
| -7% | -$53.5K | 0.21% | 97 |
|
|
2024
Q3 | $736K | Sell |
5,452
-3
| -0.1% | -$436 | 0.25% | 86 |
|
|
2024
Q2 | $855K | Sell |
5,455
-263
| -5% | -$42.4K | 0.31% | 78 |
|
|
2024
Q1 | $976K | Sell |
5,718
-182
| -3% | -$26.1K | 0.36% | 77 |
|
|
2023
Q4 | $767K | Sell |
5,900
-15
| -0.3% | -$1.91K | 0.3% | 83 |
|
|
2023
Q3 | $838K | Sell |
5,915
-199
| -3% | -$26.1K | 0.35% | 78 |
|
|
2023
Q2 | $717K | Sell |
6,114
-70
| -1% | -$8.14K | 0.28% | 84 |
|
|
2023
Q1 | $863K | Sell |
6,184
-45
| -0.7% | -$6.04K | 0.36% | 77 |
|
|
2022
Q4 | $790K | Sell |
6,229
-54
| -0.9% | -$6.78K | 0.35% | 83 |
|
|
2022
Q3 | $671K | Sell |
6,283
-130
| -2% | -$14.3K | 0.31% | 81 |
|
|
2022
Q2 | $681K | Sell |
6,413
-196
| -3% | -$23.2K | 0.29% | 87 |
|
|
2022
Q1 | $671K | Sell |
6,609
-129
| -2% | -$11.2K | 0.24% | 101 |
|
|
2021
Q4 | $506K | Sell |
6,738
-500
| -7% | -$37.2K | 0.17% | 121 |
|
|
2021
Q3 | $511K | Sell |
7,238
-622
| -8% | -$41.4K | 0.18% | 118 |
|
|
2021
Q2 | $614K | Sell |
7,860
-378
| -5% | -$29.3K | 0.2% | 111 |
|
|
2021
Q1 | $590K | Sell |
8,238
-392
| -5% | -$26.6K | 0.2% | 114 |
|
|
2020
Q4 | $488K | Sell |
8,630
-658
| -7% | -$32.3K | 0.17% | 129 |
|
|
2020
Q3 | $402K | Buy |
9,288
+92
| +1% | +$4.82K | 0.15% | 139 |
|
|
2020
Q2 | $540K | Sell |
9,196
-160
| -2% | -$9.56K | 0.21% | 106 |
|
|
2020
Q1 | $425K | Sell |
9,356
-160
| -2% | -$11.6K | 0.2% | 108 |
|
|
2019
Q4 | $891K | Sell |
9,516
-1,223
| -11% | -$116K | 0.34% | 88 |
|
|
2019
Q3 | $916K | Sell |
10,739
-1,265
| -11% | -$102K | 0.37% | 88 |
|
|
2019
Q2 | $1.03M | Sell |
12,004
-1,049
| -8% | -$86.6K | 0.43% | 75 |
|
|
2019
Q1 | $1.11M | Sell |
13,053
-1,237
| -9% | -$102K | 0.49% | 57 |
|
|
2018
Q4 | $1.07M | Sell |
14,290
-622
| -4% | -$54.6K | 0.53% | 50 |
|
|
2018
Q3 | $1.7M | Sell |
14,912
-355
| -2% | -$40.3K | 0.75% | 33 |
|
|
2018
Q2 | $1.69M | Sell |
15,267
-1,289
| -8% | -$145K | 0.78% | 28 |
|
|
2018
Q1 | $1.54M | Buy |
+16,556
| New | +$1.55M | 0.71% | 41 |
|
Other funds holding VLO
Chesapeake Wealth Management's VLO Position: Q2 2026 in Review
Chesapeake Wealth Management reduced its Valero Energy (VLO) stake by 2.8% in Q2 2026, selling an estimated $26.8K and leaving 3,761 shares worth $980K. The position accounts for 0.27% of the portfolio, ranked #79.
Chesapeake Wealth Management first reported a position in VLO in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.7M in Q3 2018. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Chesapeake Wealth Management held 3,761 shares of Valero Energy worth $980K as of Q2 2026.
- Chesapeake Wealth Management sold 109 Valero Energy shares in Q2 2026, an estimated $26.8K.
- Valero Energy made up 0.27% of Chesapeake Wealth Management's portfolio in Q2 2026, its #79 holding.
- Chesapeake Wealth Management first reported a position in Valero Energy in Q1 2018 and has held it in 34 quarters since.
- Chesapeake Wealth Management's Valero Energy position peaked at $1.7M in Q3 2018.
- 1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.