Convergence Financial’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
$310K Sell
1,189
-223
-16% -$54.9K 0.02% 216
2026
Q1
$349K Buy
+1,412
New +$291K 0.04% 173

Other funds holding VLO

Convergence Financial's VLO Position: Q2 2026 in Review

Convergence Financial reduced its Valero Energy (VLO) stake by 16% in Q2 2026, selling an estimated $54.9K and leaving 1,189 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #216.

Convergence Financial first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. The position peaked at $349K in Q1 2026. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Convergence Financial held 1,189 shares of Valero Energy worth $310K as of Q2 2026.
  • Convergence Financial sold 223 Valero Energy shares in Q2 2026, an estimated $54.9K.
  • Valero Energy made up 0.02% of Convergence Financial's portfolio in Q2 2026, its #216 holding.
  • Convergence Financial first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
  • Convergence Financial's Valero Energy position peaked at $349K in Q1 2026.
  • 1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.