EWM
VLO icon

Empirical Wealth Management’s Valero Energy VLO Stock Holding History

Empirical Wealth Management’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 		$1.21M Buy
4,658
+2,053
+79% +$505K 0.02% 358
2026
Q1 		$644K Buy
2,605
+535
+26% +$110K 0.01% 485
2025
Q4 		$337K Buy
2,070
+368
+22% +$62.3K 0.01% 652
2025
Q3 		$290K Buy
1,702
+1
+0.1% +$149 0.01% 625
2025
Q2 		$229K Sell
1,701
-772
-31% -$96.2K 0.01% 600
2025
Q1 		$327K Buy
2,473
+161
+7% +$21.4K 0.01% 497
2024
Q4 		$283K Buy
2,312
+100
+5% +$13.4K 0.01% 513
2024
Q3 		$299K Buy
2,212
+4
+0.2% +$581 0.01% 468
2024
Q2 		$346K Buy
2,208
+111
+5% +$17.9K 0.01% 426
2024
Q1 		$358K Sell
2,097
-44
-2% -$6.3K 0.01% 396
2023
Q4 		$278K Buy
2,141
+5
+0.2% +$636 0.01% 411
2023
Q3 		$303K Buy
2,136
+59
+3% +$7.73K 0.01% 367
2023
Q2 		$244K Buy
2,077
+14
+0.7% +$1.63K 0.01% 402
2023
Q1 		$288K Sell
2,063
-224
-10% -$30.1K 0.01% 395
2022
Q4 		$290K Sell
2,287
-1,154
-34% -$145K 0.01% 383
2022
Q3 		$368K Buy
3,441
+642
+23% +$70.6K 0.02% 344
2022
Q2 		$297K Buy
2,799
+113
+4% +$13.4K 0.02% 389
2022
Q1 		$272K Sell
2,686
-118
-4% -$10.2K 0.01% 421
2021
Q4 		$211K Buy
+2,804
New +$209K 0.01% 491
2021
Q3 		– Sell
-3,451
Closed -$269K – 483
2021
Q2 		$269K Buy
3,451
+168
+5% +$13K 0.02% 385
2021
Q1 		$235K Sell
3,283
-2,821
-46% -$192K 0.02% 351
2020
Q4 		$345K Buy
6,104
+1,257
+26% +$61.7K 0.03% 292
2020
Q3 		$210K Sell
4,847
-2,932
-38% -$154K 0.02% 323
2020
Q2 		$458K Buy
7,779
+2,419
+45% +$144K 0.04% 224
2020
Q1 		$243K Buy
5,360
+807
+18% +$58.6K 0.03% 273
2019
Q4 		$426K Buy
4,553
+1,705
+60% +$161K 0.05% 211
2019
Q3 		$243K Buy
+2,848
New +$230K 0.03% 255
2019
Q2 		– Sell
-2,823
Closed -$239K – 273
2019
Q1 		$239K Buy
+2,823
New +$233K 0.03% 210

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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

Empirical Wealth Management's VLO Position: Q2 2026 in Review

Empirical Wealth Management increased its Valero Energy (VLO) stake by 79% in Q2 2026, buying an estimated $505K and bringing the position to 4,658 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #358.

Empirical Wealth Management first reported a position in VLO in Q1 2019 and has held it in 28 quarters since. 779 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Empirical Wealth Management held 4,658 shares of Valero Energy worth $1.21M as of Q2 2026.
  • Empirical Wealth Management bought 2,053 Valero Energy shares in Q2 2026, an estimated $505K.
  • Valero Energy made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Empirical Wealth Management first reported a position in Valero Energy in Q1 2019 and has held it in 28 quarters since.
  • 779 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.