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Choate Investment Advisors’s Valero Energy VLO Stock Holding History

Choate Investment 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 		$733K Buy
2,815
+16
+0.6% +$3.94K 0.01% 275
2026
Q1 		$692K Buy
+2,799
New +$577K 0.01% 270
2025
Q4 		– Sell
-1,226
Closed -$209K – 462
2025
Q3 		$209K Buy
+1,226
New +$183K ﹤0.01% 407
2024
Q2 		– Sell
-1,487
Closed -$254K – 410
2024
Q1 		$254K Sell
1,487
-426
-22% -$61K 0.01% 356
2023
Q4 		$249K Buy
1,913
+479
+33% +$60.9K 0.01% 330
2023
Q3 		$203K Buy
+1,434
New +$188K 0.01% 346
2018
Q2 		– Sell
-2,351
Closed -$218K – 238
2018
Q1 		$218K Sell
2,351
-100
-4% -$9.33K 0.01% 220
2017
Q4 		$225K Sell
2,451
-359
-13% -$29.6K 0.01% 225
2017
Q3 		$216K Buy
+2,810
New +$194K 0.01% 234
2017
Q2 		– Sell
-4,828
Closed -$320K – 254
2017
Q1 		$320K Sell
4,828
-19
-0.4% -$1.27K 0.02% 204
2016
Q4 		$331K Buy
+4,847
New +$298K 0.02% 189
2016
Q2 		– Sell
-5,349
Closed -$343K – 252
2016
Q1 		$343K Buy
+5,349
New +$340K 0.02% 186

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Choate Investment Advisors's VLO Position: Q2 2026 in Review

Choate Investment Advisors increased its Valero Energy (VLO) stake by 0.57% in Q2 2026, buying an estimated $3.94K and bringing the position to 2,815 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #275.

Choate Investment Advisors first reported a position in VLO in Q1 2016 and has held it in 12 quarters since. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Choate Investment Advisors held 2,815 shares of Valero Energy worth $733K as of Q2 2026.
  • Choate Investment Advisors bought 16 Valero Energy shares in Q2 2026, an estimated $3.94K.
  • Valero Energy made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #275 holding.
  • Choate Investment Advisors first reported a position in Valero Energy in Q1 2016 and has held it in 12 quarters since.
  • 1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.