CI
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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
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 		$4.61M 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 $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional's VLO Position: Q2 2026 in Review

CX Institutional increased its Valero Energy (VLO) stake by 4.3% in Q2 2026, buying an estimated $36.9K and bringing the position to 3,645 shares worth $949K. The position accounts for 0.03% of the portfolio, ranked #343.

CX Institutional first reported a position in VLO in Q4 2018 and has held it in 28 quarters since. The position peaked at $6.63M in Q1 2019. 435 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • CX Institutional held 3,645 shares of Valero Energy worth $949K as of Q2 2026.
  • CX Institutional bought 150 Valero Energy shares in Q2 2026, an estimated $36.9K.
  • Valero Energy made up 0.03% of CX Institutional's portfolio in Q2 2026, its #343 holding.
  • CX Institutional first reported a position in Valero Energy in Q4 2018 and has held it in 28 quarters since.
  • CX Institutional's Valero Energy position peaked at $6.63M in Q1 2019.
  • 435 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.