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CVA Family Office’s Valero Energy VLO Stock Holding History

CVA Family Office’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 		$294K Buy
1,130
+5
+0.4% +$1.23K 0.03% 271
2026
Q1 		$278K Buy
1,125
+244
+28% +$50.3K 0.03% 260
2025
Q4 		$143K Sell
881
-171
-16% -$29K 0.02% 349
2025
Q3 		$179K Sell
1,052
-6
-0.6% -$895 0.02% 311
2025
Q2 		$142K Buy
1,058
+211
+25% +$26.3K 0.02% 344
2025
Q1 		$112K Buy
847
+53
+7% +$7.03K 0.02% 373
2024
Q4 		$97.3K Sell
794
-46
-5% -$6.15K 0.02% 397
2024
Q3 		$113K Buy
840
+32
+4% +$4.65K 0.02% 348
2024
Q2 		$127K Buy
808
+16
+2% +$2.58K 0.02% 318
2024
Q1 		$135K Sell
792
-7
-0.9% -$1K 0.02% 307
2023
Q4 		$104K Buy
+799
New +$102K 0.02% 329
2023
Q3 		– Sell
-734
Closed -$86.1K – 921
2023
Q2 		$86.1K Buy
734
+14
+2% +$1.63K 0.02% 335
2023
Q1 		$101K Buy
720
+75
+12% +$10.1K 0.02% 310
2022
Q4 		$81.8K Sell
645
-30
-4% -$3.77K 0.02% 310
2022
Q3 		$72K Buy
675
+35
+5% +$3.85K 0.02% 293
2022
Q2 		$68K Hold
640
– – 0.02% 303
2022
Q1 		$65K Buy
640
+105
+20% +$9.11K 0.02% 345
2021
Q4 		$40K Buy
+535
New +$39.8K 0.01% 404
2021
Q3 		– Sell
-380
Closed -$30K – 867
2021
Q2 		$30K Buy
380
+30
+9% +$2.32K 0.01% 443
2021
Q1 		$25K Buy
+350
New +$23.8K 0.01% 369

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CVA Family Office's VLO Position: Q2 2026 in Review

CVA Family Office increased its Valero Energy (VLO) stake by 0.44% in Q2 2026, buying an estimated $1.23K and bringing the position to 1,130 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #271.

CVA Family Office first reported a position in VLO in Q1 2021 and has held it in 20 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • CVA Family Office held 1,130 shares of Valero Energy worth $294K as of Q2 2026.
  • CVA Family Office bought 5 Valero Energy shares in Q2 2026, an estimated $1.23K.
  • Valero Energy made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #271 holding.
  • CVA Family Office first reported a position in Valero Energy in Q1 2021 and has held it in 20 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.