Costello Asset Management’s Valero Energy VLO Stock Holding History

Costello Asset 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	$10K	Hold	38	–	–	﹤0.01%	494
2026 Q1	$9.49K	Hold	38	–	–	﹤0.01%	485
2025 Q4	$6.25K	Hold	38	–	–	﹤0.01%	525
2025 Q3	$6.54K	Hold	38	–	–	﹤0.01%	512
2025 Q2	$5.16K	Hold	38	–	–	﹤0.01%	549
2025 Q1	$5.07K	Hold	38	–	–	﹤0.01%	527
2024 Q4	$4.71K	Hold	38	–	–	﹤0.01%	167
2024 Q3	$5.19K	Buy	+38	New	+$5.52K	﹤0.01%	168
2021 Q2	–	Sell	-60	Closed	-$4K	–	257
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	219
2020 Q4	$3K	Hold	60	–	–	﹤0.01%	219
2020 Q3	$3K	Hold	60	–	–	﹤0.01%	210
2020 Q2	$4K	Buy	+60	New	+$3.58K	﹤0.01%	196

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Costello Asset Management's VLO Position: Q2 2026 in Review

Costello Asset Management held its Valero Energy (VLO) position steady in Q2 2026 at 38 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Costello Asset Management first reported a position in VLO in Q2 2020 and has held it in 12 quarters since. 1,061 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Costello Asset Management held 38 shares of Valero Energy worth $10K as of Q2 2026.
Costello Asset Management left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #494 holding.
Costello Asset Management first reported a position in Valero Energy in Q2 2020 and has held it in 12 quarters since.
1,061 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.