Clifford Swan Investment Counsel’s Valero Energy VLO Stock Holding History

Clifford Swan Investment Counsel’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	$404K	Hold	1,550	–	–	0.01%	240
2026 Q1	$383K	Buy	1,550 +75	+5%	+$15.5K	0.01%	244
2025 Q4	$240K	Sell	1,475 -63	-4%	-$10.7K	0.01%	300
2025 Q3	$262K	Sell	1,538 -2	-0.1%	-$298	0.01%	291
2025 Q2	$207K	Buy	1,540 +2	+0.1%	+$249	0.01%	305
2025 Q1	$203K	Buy	+1,538	New	+$204K	0.01%	304
2024 Q4	–	Sell	-1,538	Closed	-$208K	–	314
2024 Q3	$208K	Hold	1,538	–	–	0.01%	308
2024 Q2	$241K	Hold	1,538	–	–	0.01%	281
2024 Q1	$263K	Buy	+1,538	New	+$220K	0.01%	275
2023 Q4	–	Sell	-1,538	Closed	-$218K	–	305
2023 Q3	$218K	Buy	+1,538	New	+$201K	0.01%	286

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

Clifford Swan Investment Counsel's VLO Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its Valero Energy (VLO) position steady in Q2 2026 at 1,550 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #240.

Clifford Swan Investment Counsel first reported a position in VLO in Q3 2023 and has held it in 10 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Clifford Swan Investment Counsel held 1,550 shares of Valero Energy worth $404K as of Q2 2026.
Clifford Swan Investment Counsel left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #240 holding.
Clifford Swan Investment Counsel first reported a position in Valero Energy in Q3 2023 and has held it in 10 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.