Chicago Partners Investment Group’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 | $2.34M | Buy |
7,672
+3,230
| +73% | +$795K | 0.05% | 316 |
|
|
2026
Q1 | $1.04M | Buy |
4,442
+431
| +11% | +$88.9K | 0.02% | 534 |
|
|
2025
Q4 | $750K | Buy |
4,011
+17
| +0.4% | +$2.88K | 0.02% | 560 |
|
|
2025
Q3 | $676K | Sell |
3,994
-280
| -7% | -$41.8K | 0.02% | 553 |
|
|
2025
Q2 | $631K | Buy |
4,274
+291
| +7% | +$36.3K | 0.02% | 508 |
|
|
2025
Q1 | $466K | Sell |
3,983
-195
| -5% | -$25.9K | 0.02% | 545 |
|
|
2024
Q4 | $523K | Buy |
4,178
+458
| +12% | +$61.3K | 0.02% | 493 |
|
|
2024
Q3 | $494K | Buy |
3,720
+44
| +1% | +$6.39K | 0.02% | 493 |
|
|
2024
Q2 | $601K | Buy |
3,676
+204
| +6% | +$32.9K | 0.02% | 423 |
|
|
2024
Q1 | $582K | Sell |
3,472
-37
| -1% | -$5.3K | 0.02% | 409 |
|
|
2023
Q4 | $457K | Buy |
3,509
+12
| +0.3% | +$1.53K | 0.02% | 446 |
|
|
2023
Q3 | $457K | Sell |
3,497
-31
| -0.9% | -$4.06K | 0.02% | 426 |
|
|
2023
Q2 | $446K | Sell |
3,528
-263
| -7% | -$30.6K | 0.02% | 442 |
|
|
2023
Q1 | $455K | Buy |
3,791
+719
| +23% | +$96.6K | 0.03% | 407 |
|
|
2022
Q4 | $413K | Buy |
3,072
+14
| +0.5% | +$1.76K | 0.03% | 421 |
|
|
2022
Q3 | $403K | Buy |
3,058
+498
| +19% | +$54.8K | 0.03% | 381 |
|
|
2022
Q2 | $284K | Buy |
2,560
+106
| +4% | +$12.5K | 0.02% | 453 |
|
|
2022
Q1 | $306K | Buy |
2,454
+74
| +3% | +$6.42K | 0.02% | 416 |
|
|
2021
Q4 | $214K | Buy |
+2,380
| New | +$177K | 0.02% | 509 |
|
|
2019
Q2 | – | Sell |
-2,455
| Closed | -$216K | – | 330 |
|
|
2019
Q1 | $216K | Buy |
+2,455
| New | +$203K | 0.03% | 283 |
|
|
2018
Q4 | – | Sell |
-1,863
| Closed | -$163K | – | 902 |
|
|
2018
Q3 | $163K | Sell |
1,863
-23
| -1% | -$2.61K | 0.02% | 332 |
|
|
2018
Q2 | $209K | Buy |
1,886
+23
| +1% | +$2.58K | 0.03% | 271 |
|
|
2018
Q1 | $173K | Hold |
1,863
| – | – | 0.03% | 273 |
|
|
2017
Q4 | $171K | Hold |
1,863
| – | – | 0.03% | 276 |
|
|
2017
Q3 | $143K | Buy |
1,863
+1,398
| +301% | +$96.3K | 0.02% | 302 |
|
|
2017
Q2 | $31K | Sell |
465
-1,397
| -75% | -$90.6K | 0.01% | 458 |
|
|
2017
Q1 | $123K | Sell |
1,862
-930
| -33% | -$62.2K | 0.03% | 230 |
|
|
2016
Q4 | $191K | Buy |
2,792
+300
| +12% | +$18.5K | 0.07% | 172 |
|
|
2016
Q3 | $132K | Buy |
+2,492
| New | +$133K | 0.05% | 205 |
|
Other funds holding VLO
Chicago Partners Investment Group's VLO Position: Q2 2026 in Review
Chicago Partners Investment Group increased its Valero Energy (VLO) stake by 73% in Q2 2026, buying an estimated $795K and bringing the position to 7,672 shares worth $2.34M. The position accounts for 0.05% of the portfolio, ranked #316.
Chicago Partners Investment Group first reported a position in VLO in Q3 2016 and has held it in 29 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Chicago Partners Investment Group held 7,672 shares of Valero Energy worth $2.34M as of Q2 2026.
- Chicago Partners Investment Group bought 3,230 Valero Energy shares in Q2 2026, an estimated $795K.
- Valero Energy made up 0.05% of Chicago Partners Investment Group's portfolio in Q2 2026, its #316 holding.
- Chicago Partners Investment Group first reported a position in Valero Energy in Q3 2016 and has held it in 29 quarters since.
- 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.