CIA
VLO icon

Concurrent Investment Advisors’s Valero Energy VLO Stock Holding History

Concurrent 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 		$2.57M Buy
9,865
+1,489
+18% +$367K 0.02% 641
2026
Q1 		$2.07M Buy
8,376
+528
+7% +$109K 0.02% 604
2025
Q4 		$1.28M Buy
7,848
+962
+14% +$163K 0.01% 727
2025
Q3 		$1.17M Buy
6,886
+120
+2% +$17.9K 0.02% 609
2025
Q2 		$910K Sell
6,766
-315
-4% -$39.3K 0.02% 626
2025
Q1 		$935K Sell
7,081
-463
-6% -$61.4K 0.02% 565
2024
Q4 		$925K Sell
7,544
-32
-0.4% -$4.28K 0.02% 516
2024
Q3 		$1.02M Buy
7,576
+1,461
+24% +$212K 0.03% 454
2024
Q2 		$959K Buy
6,115
+1,689
+38% +$273K 0.03% 443
2024
Q1 		$755K Sell
4,426
-1,443
-25% -$207K 0.03% 438
2023
Q4 		$763K Buy
+5,869
New +$747K 0.04% 385

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 $3.38T AUM 44.17% 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

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

Concurrent Investment Advisors increased its Valero Energy (VLO) stake by 18% in Q2 2026, buying an estimated $367K and bringing the position to 9,865 shares worth $2.57M. The position accounts for 0.02% of the portfolio, ranked #641.

Concurrent Investment Advisors first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Concurrent Investment Advisors held 9,865 shares of Valero Energy worth $2.57M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,489 Valero Energy shares in Q2 2026, an estimated $367K.
  • Valero Energy made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #641 holding.
  • Concurrent Investment Advisors first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.