Dumont & Blake Investment Advisors’s Valero Energy VLO Stock Holding History

Dumont & Blake Investment 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	$204K	Sell	783 -61	-7%	-$15K	0.05%	191
2026 Q1	$209K	Buy	+844	New	+$174K	0.05%	189
2024 Q1	–	Sell	-1,732	Closed	-$225K	–	207
2023 Q4	$225K	Buy	1,732 +5	+0.3%	+$636	0.07%	178
2023 Q3	$245K	Buy	1,727 +15	+0.9%	+$1.97K	0.08%	163
2023 Q2	$201K	Buy	1,712 +9	+0.5%	+$1.05K	0.07%	178
2023 Q1	$238K	Buy	1,703 +4	+0.2%	+$537	0.08%	173
2022 Q4	$216K	Buy	+1,699	New	+$213K	0.08%	177

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dumont & Blake Investment Advisors's VLO Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its Valero Energy (VLO) stake by 7.2% in Q2 2026, selling an estimated $15K and leaving 783 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #191.

Dumont & Blake Investment Advisors first reported a position in VLO in Q4 2022 and has held it in 7 quarters since. The position peaked at $245K in Q3 2023. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Dumont & Blake Investment Advisors held 783 shares of Valero Energy worth $204K as of Q2 2026.
Dumont & Blake Investment Advisors sold 61 Valero Energy shares in Q2 2026, an estimated $15K.
Valero Energy made up 0.05% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #191 holding.
Dumont & Blake Investment Advisors first reported a position in Valero Energy in Q4 2022 and has held it in 7 quarters since.
Dumont & Blake Investment Advisors's Valero Energy position peaked at $245K in Q3 2023.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.