Cumberland Partners’s Valero Energy VLO Stock Holding History

Cumberland Partners’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	–	Sell	-4,600	Closed	-$1.14M	–	170
2026 Q1	$1.14M	Buy	+4,600	New	+$948K	0.09%	122

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cumberland Partners's VLO Position: Q2 2026 in Review

Cumberland Partners sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 4,600 shares — an estimated $1.14M sold.

Cumberland Partners first reported a position in VLO in Q1 2026 and held it in 1 quarter. The position peaked at $1.14M in Q1 2026. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Cumberland Partners reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
Cumberland Partners sold 4,600 Valero Energy shares in Q2 2026, an estimated $1.14M.
Cumberland Partners first reported a position in Valero Energy in Q1 2026 and held it in 1 quarter.
Cumberland Partners's Valero Energy position peaked at $1.14M in Q1 2026.
1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.