Cladis Investment Advisory’s Valero Energy VLO Stock Holding History

Cladis Investment Advisory’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	$868K	Sell	3,334 -100	-3%	-$24.6K	0.41%	73
2026 Q1	$848K	Hold	3,434	–	–	0.47%	72
2025 Q4	$559K	Sell	3,434 -16	-0.5%	-$2.71K	0.31%	90
2025 Q3	$587K	Hold	3,450	–	–	0.34%	81
2025 Q2	$464K	Buy	3,450 +50	+1%	+$6.23K	0.29%	94
2025 Q1	$449K	Sell	3,400 -50	-1%	-$6.63K	0.32%	85
2024 Q4	$423K	Hold	3,450	–	–	0.3%	86
2024 Q3	$466K	Hold	3,450	–	–	0.32%	83
2024 Q2	$541K	Sell	3,450 -188	-5%	-$30.3K	0.39%	75
2024 Q1	$621K	Sell	3,638 -100	-3%	-$14.3K	0.46%	69
2023 Q4	$486K	Hold	3,738	–	–	0.38%	75
2023 Q3	$530K	Hold	3,738	–	–	0.46%	65
2023 Q2	$438K	Buy	3,738 +113	+3%	+$13.1K	0.38%	76
2023 Q1	$506K	Sell	3,625 -650	-15%	-$87.3K	0.45%	72
2022 Q4	$542K	Sell	4,275 -50	-1%	-$6.28K	0.54%	61
2022 Q3	$462K	Sell	4,325 -350	-7%	-$38.5K	0.5%	66
2022 Q2	$497K	Sell	4,675 -7,525	-62%	-$891K	0.5%	67
2022 Q1	$1.24M	Sell	12,200 -8,450	-41%	-$733K	1%	29
2021 Q4	$1.55M	Buy	+20,650	New	+$1.54M	1.24%	22

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 $3.37T AUM 44.26% 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

Cladis Investment Advisory's VLO Position: Q2 2026 in Review

Cladis Investment Advisory reduced its Valero Energy (VLO) stake by 2.9% in Q2 2026, selling an estimated $24.6K and leaving 3,334 shares worth $868K. The position accounts for 0.41% of the portfolio, ranked #73.

Cladis Investment Advisory first reported a position in VLO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.55M in Q4 2021. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Cladis Investment Advisory held 3,334 shares of Valero Energy worth $868K as of Q2 2026.
Cladis Investment Advisory sold 100 Valero Energy shares in Q2 2026, an estimated $24.6K.
Valero Energy made up 0.41% of Cladis Investment Advisory's portfolio in Q2 2026, its #73 holding.
Cladis Investment Advisory first reported a position in Valero Energy in Q4 2021 and has held it in 19 quarters since.
Cladis Investment Advisory's Valero Energy position peaked at $1.55M in Q4 2021.
1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.