Chung Wu Investment Group’s Valero Energy VLO Stock Holding History

Chung Wu Investment Group’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	–	Sell	-830	Closed	-$205K	–	306
2026 Q1	$205K	Buy	830 +40	+5%	+$8.25K	0.18%	81
2025 Q4	$129K	Buy	+790	New	+$134K	0.11%	101

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Chung Wu Investment Group's VLO Position: Q2 2026 in Review

Chung Wu Investment Group sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 830 shares — an estimated $205K sold.

Chung Wu Investment Group first reported a position in VLO in Q4 2025 and held it in 2 quarters. The position peaked at $205K in Q1 2026. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Chung Wu Investment Group reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
Chung Wu Investment Group sold 830 Valero Energy shares in Q2 2026, an estimated $205K.
Chung Wu Investment Group first reported a position in Valero Energy in Q4 2025 and held it in 2 quarters.
Chung Wu Investment Group's Valero Energy position peaked at $205K in Q1 2026.
1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.