CX Institutional’s Valero Energy VLO Stock Holding History
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
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. 1,979 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.
- 1,979 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.