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Dauntless Investment Group’s Valero Energy VLO Stock Holding History

Dauntless Investment Group’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 		$2.77M Buy
+10,620
New +$2.61M 2.17% 9
2026
Q1 		– Sell
-4,172
Closed -$679K – 91
2025
Q4 		$679K Sell
4,172
-1,262
-23% -$214K 0.54% 28
2025
Q3 		$925K Buy
+5,434
New +$810K 0.58% 28

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

Dauntless Investment Group's VLO Position: Q2 2026 in Review

Dauntless Investment Group opened a new position in Valero Energy (VLO) in Q2 2026: 10,620 shares worth $2.77M. The stake represents 2.17% of the portfolio and ranks #9 among its holdings. This is a return to the name: Dauntless Investment Group previously reported a position in VLO as recently as Q4 2025.

Dauntless Investment Group first reported a position in VLO in Q3 2025 and has held it in 3 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Dauntless Investment Group held 10,620 shares of Valero Energy worth $2.77M as of Q2 2026.
  • Valero Energy was a new Dauntless Investment Group position in Q2 2026.
  • Valero Energy made up 2.17% of Dauntless Investment Group's portfolio in Q2 2026, its #9 holding.
  • Dauntless Investment Group first reported a position in Valero Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Dauntless Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.