Colonial River Investments’s Valero Energy VLO Stock Holding History

Colonial River Investments’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	$395K	Sell	1,518 -639	-30%	-$157K	0.11%	159
2026 Q1	$533K	Buy	2,157 +39	+2%	+$8.04K	0.19%	106
2025 Q4	$345K	Buy	2,118 +14	+0.7%	+$2.37K	0.12%	170
2025 Q3	$358K	Sell	2,104 -52	-2%	-$7.75K	0.13%	161
2025 Q2	$334K	Buy	+2,156	New	+$269K	0.14%	153

Other funds holding VLO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Colonial River Investments's VLO Position: Q2 2026 in Review

Colonial River Investments reduced its Valero Energy (VLO) stake by 30% in Q2 2026, selling an estimated $157K and leaving 1,518 shares worth $395K. The position accounts for 0.11% of the portfolio, ranked #159.

Colonial River Investments first reported a position in VLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $533K in Q1 2026. 1,161 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Colonial River Investments held 1,518 shares of Valero Energy worth $395K as of Q2 2026.
Colonial River Investments sold 639 Valero Energy shares in Q2 2026, an estimated $157K.
Valero Energy made up 0.11% of Colonial River Investments's portfolio in Q2 2026, its #159 holding.
Colonial River Investments first reported a position in Valero Energy in Q2 2025 and has held it in 5 quarters since.
Colonial River Investments's Valero Energy position peaked at $533K in Q1 2026.
1,161 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.