Concurrent Investment Advisors’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$260K Buy
+1,000
New +$246K ﹤0.01% 1785
2024
Q2
– Sell
-100
Closed -$17.1K – 1085
2024
Q1
$17.1K Buy
+100
New +$14.3K ﹤0.01% 900

Other funds holding VLO

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.