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Cypress Wealth Services’s Valero Energy VLO Stock Holding History

Cypress Wealth Services’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 		$1.53M Buy
5,886
+6
+0.1% +$1.48K 0.19% 92
2026
Q1 		$1.45M Sell
5,880
-513
-8% -$106K 0.21% 93
2025
Q4 		$1.04M Buy
+6,393
New +$1.08M 0.14% 115

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Cypress Wealth Services's VLO Position: Q2 2026 in Review

Cypress Wealth Services increased its Valero Energy (VLO) stake by 0.1% in Q2 2026, buying an estimated $1.48K and bringing the position to 5,886 shares worth $1.53M. The position accounts for 0.19% of the portfolio, ranked #92.

Cypress Wealth Services first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 721 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Cypress Wealth Services held 5,886 shares of Valero Energy worth $1.53M as of Q2 2026.
  • Cypress Wealth Services bought 6 Valero Energy shares in Q2 2026, an estimated $1.48K.
  • Valero Energy made up 0.19% of Cypress Wealth Services's portfolio in Q2 2026, its #92 holding.
  • Cypress Wealth Services first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
  • 721 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.