Connecticut Wealth Management’s Valero Energy VLO Stock Holding History

Connecticut Wealth Management’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	$924K	Hold	3,546	–	–	0.03%	173
2026 Q1	$876K	Buy	3,546 +1,563	+79%	+$322K	0.04%	171
2025 Q4	$323K	Hold	1,983	–	–	0.01%	259
2025 Q3	$338K	Sell	1,983 -25	-1%	-$3.73K	0.02%	260
2025 Q2	$270K	Sell	2,008 -523	-21%	-$65.2K	0.01%	269
2025 Q1	$334K	Sell	2,531 -16	-0.6%	-$2.12K	0.02%	247
2024 Q4	$312K	Buy	2,547 +18	+0.7%	+$2.41K	0.02%	228
2024 Q3	$341K	Sell	2,529 -360	-12%	-$52.3K	0.02%	254
2024 Q2	$453K	Sell	2,889 -366	-11%	-$59.1K	0.02%	223
2024 Q1	$556K	Sell	3,255 -1,564	-32%	-$224K	0.03%	207
2023 Q4	$627K	Buy	4,819 +1,551	+47%	+$197K	0.04%	191
2023 Q3	$463K	Buy	3,268 +823	+34%	+$108K	0.03%	176
2023 Q2	$287K	Sell	2,445 -582	-19%	-$67.6K	0.02%	212
2023 Q1	$423K	Buy	+3,027	New	+$407K	0.03%	151

Other funds holding VLO

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Connecticut Wealth Management's VLO Position: Q2 2026 in Review

Connecticut Wealth Management held its Valero Energy (VLO) position steady in Q2 2026 at 3,546 shares worth $924K. The position accounts for 0.03% of the portfolio, ranked #173.

Connecticut Wealth Management first reported a position in VLO in Q1 2023 and has held it in 14 quarters since. 935 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Connecticut Wealth Management held 3,546 shares of Valero Energy worth $924K as of Q2 2026.
Connecticut Wealth Management left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.03% of Connecticut Wealth Management's portfolio in Q2 2026, its #173 holding.
Connecticut Wealth Management first reported a position in Valero Energy in Q1 2023 and has held it in 14 quarters since.
935 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.