Curi RMB Capital’s Valero Energy VLO Stock Holding History

Curi RMB Capital’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	$460K	Sell	1,768 -17	-1%	-$4.19K	0.01%	635
2026 Q1	$441K	Buy	1,785 +3	+0.2%	+$618	0.01%	632
2025 Q4	$290K	Buy	1,782 +312	+21%	+$52.9K	0.01%	761
2025 Q3	$250K	Buy	+1,470	New	+$219K	﹤0.01%	635
2018 Q4	–	Sell	-2,149	Closed	-$244K	–	991
2018 Q3	$244K	Buy	2,149 +69	+3%	+$7.84K	0.01%	779
2018 Q2	$231K	Buy	+2,080	New	+$233K	0.01%	792

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 $3.38T AUM 44.17% 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

Curi RMB Capital's VLO Position: Q2 2026 in Review

Curi RMB Capital reduced its Valero Energy (VLO) stake by 0.95% in Q2 2026, selling an estimated $4.19K and leaving 1,768 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #635.

Curi RMB Capital first reported a position in VLO in Q2 2018 and has held it in 6 quarters since. 1,983 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Curi RMB Capital held 1,768 shares of Valero Energy worth $460K as of Q2 2026.
Curi RMB Capital sold 17 Valero Energy shares in Q2 2026, an estimated $4.19K.
Valero Energy made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #635 holding.
Curi RMB Capital first reported a position in Valero Energy in Q2 2018 and has held it in 6 quarters since.
1,983 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.