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Essential Partners’s Valero Energy VLO Stock Holding History

Essential Partners’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 		$308K Sell
1,184
-3,903
-77% -$961K 0.14% 156
2026
Q1 		$1.26M Sell
5,087
-2
-0% -$412 0.42% 52
2025
Q4 		$828K Buy
5,089
+2
+0% +$339 0.26% 108
2025
Q3 		$866K Hold
5,087
– – 0.29% 97
2025
Q2 		$684K Buy
+5,087
New +$634K 0.27% 112

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

Essential Partners's VLO Position: Q2 2026 in Review

Essential Partners reduced its Valero Energy (VLO) stake by 77% in Q2 2026, selling an estimated $961K and leaving 1,184 shares worth $308K. The position accounts for 0.14% of the portfolio, ranked #156.

Essential Partners first reported a position in VLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.26M in Q1 2026. 1,976 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Essential Partners held 1,184 shares of Valero Energy worth $308K as of Q2 2026.
  • Essential Partners sold 3,903 Valero Energy shares in Q2 2026, an estimated $961K.
  • Valero Energy made up 0.14% of Essential Partners's portfolio in Q2 2026, its #156 holding.
  • Essential Partners first reported a position in Valero Energy in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Valero Energy position peaked at $1.26M in Q1 2026.
  • 1,976 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.