CX Institutional
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CX Institutional’s Valero Energy VLO Stock Holding History

CX Institutional’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
Q3 		$1.53M Buy
3,954
+309
+8% +$104K 0.04% 289
2026
Q2 		$949K Buy
3,645
+150
+4% +$36.9K 0.03% 343
2026
Q1 		$864K Sell
3,495
-56
-2% -$11.5K 0.03% 363
2025
Q4 		$578K Sell
3,551
-1,337
-27% -$227K 0.02% 383
2025
Q3 		$832K Buy
4,888
+1,510
+45% +$225K 0.03% 329
2025
Q2 		$454K Sell
3,378
-291
-8% -$36.3K 0.02% 395
2025
Q1 		$485K Sell
3,669
-4,959
-57% -$658K 0.02% 367
2024
Q4 		$1.06M Buy
8,628
+702
+9% +$93.9K 0.04% 247
2024
Q3 		$1.07M Buy
7,926
+44
+0.6% +$6.39K 0.05% 277
2024
Q2 		$1.24M Sell
7,882
-426
-5% -$68.7K 0.06% 245
2024
Q1 		$1.42M Sell
8,308
-19,253
-70% -$2.76M 0.07% 228
2023
Q4 		$3.58M Sell
27,561
-400
-1% -$50.9K 0.19% 145
2023
Q3 		$3.96M Buy
27,961
+24,995
+843% +$3.27M 0.22% 116
2023
Q2 		$348K Buy
2,966
+420
+16% +$48.8K 0.02% 401
2023
Q1 		$353K Buy
2,546
+138
+6% +$18.5K 0.02% 391
2022
Q4 		$305K Buy
+2,408
New +$302K 0.02% 426
2022
Q3 		– Sell
-1,198
Closed -$127K – 1107
2022
Q2 		$127K Buy
+1,198
New +$142K 0.01% 507
2021
Q4 		– Sell
-978
Closed -$69K – 875
2021
Q3 		$69K Buy
978
+118
+14% +$7.85K 0.01% 522
2021
Q2 		$67K Buy
860
+212
+33% +$16.4K 0.01% 511
2021
Q1 		$46K Buy
648
+4
+0.6% +$272 ﹤0.01% 507
2020
Q4 		$37K Buy
644
+212
+49% +$10.4K ﹤0.01% 499
2020
Q3 		$19K Sell
432
-35,729
-99% -$1.87M ﹤0.01% 558
2020
Q2 		$2.13M Buy
36,161
+5,758
+19% +$344K 0.28% 88
2020
Q1 		$1.38M Sell
30,403
-18,771
-38% -$1.36M 0.23% 108
2019
Q4 		$4.6M Sell
49,174
-3,238
-6% -$306K 0.8% 32
2019
Q3 		$4.47M Sell
52,412
-2,820
-5% -$228K 0.72% 36
2019
Q2 		$4.73M Sell
55,232
-22,945
-29% -$1.89M 0.75% 33
2019
Q1 		$6.63M Buy
78,177
+78,138
+200,354% +$6.46M 1.17% 27
2018
Q4 		$3K Buy
+39
New +$3.43K ﹤0.01% 439

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

CX Institutional's VLO Position: Q3 2026 in Review

CX Institutional increased its Valero Energy (VLO) stake by 8.5% in Q3 2026, buying an estimated $104K and bringing the position to 3,954 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #289.

CX Institutional first reported a position in VLO in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.63M in Q1 2019. 623 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • CX Institutional held 3,954 shares of Valero Energy worth $1.53M as of Q3 2026.
  • CX Institutional bought 309 Valero Energy shares in Q3 2026, an estimated $104K.
  • Valero Energy made up 0.04% of CX Institutional's portfolio in Q3 2026, its #289 holding.
  • CX Institutional first reported a position in Valero Energy in Q4 2018 and has held it in 29 quarters since.
  • CX Institutional's Valero Energy position peaked at $6.63M in Q1 2019.
  • 623 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.