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DSG Capital Advisors’s Valero Energy VLO Stock Holding History

DSG Capital Advisors’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 		$2.48M Buy
8,235
+2,149
+35% +$529K 0.35% 51
2026
Q1 		$1.5M Buy
6,086
+1,876
+45% +$387K 0.24% 61
2025
Q4 		$777K Buy
4,210
+407
+11% +$69K 0.12% 84
2025
Q3 		$647K Buy
3,803
+60
+2% +$8.95K 0.1% 89
2025
Q2 		$503K Sell
3,743
-6,044
-62% -$753K 0.09% 97
2025
Q1 		$1.29M Buy
+9,787
New +$1.3M 0.26% 63

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

DSG Capital Advisors's VLO Position: Q2 2026 in Review

DSG Capital Advisors increased its Valero Energy (VLO) stake by 35% in Q2 2026, buying an estimated $529K and bringing the position to 8,235 shares worth $2.48M. The position accounts for 0.35% of the portfolio, ranked #51.

DSG Capital Advisors first reported a position in VLO in Q1 2025 and has held it in 6 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • DSG Capital Advisors held 8,235 shares of Valero Energy worth $2.48M as of Q2 2026.
  • DSG Capital Advisors bought 2,149 Valero Energy shares in Q2 2026, an estimated $529K.
  • Valero Energy made up 0.35% of DSG Capital Advisors's portfolio in Q2 2026, its #51 holding.
  • DSG Capital Advisors first reported a position in Valero Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.