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Essex Savings Bank’s Valero Energy VLO Stock Holding History

Essex Savings Bank’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 		$626K Sell
2,405
-700
-23% -$172K 0.14% 159
2026
Q1 		$767K Hold
3,105
– – 0.17% 120
2025
Q4 		$505K Buy
3,105
+75
+2% +$12.7K 0.11% 166
2025
Q3 		$516K Sell
3,030
-271
-8% -$40.4K 0.12% 153
2025
Q2 		$444K Hold
3,301
– – 0.11% 170
2025
Q1 		$436K Sell
3,301
-15
-0.5% -$1.99K 0.11% 167
2024
Q4 		$407K Buy
3,316
+15
+0.5% +$2.01K 0.1% 170
2024
Q3 		$446K Hold
3,301
– – 0.11% 161
2024
Q2 		$517K Hold
3,301
– – 0.14% 134
2024
Q1 		$429K Hold
3,301
– – 0.12% 149
2023
Q4 		$429K Buy
3,301
+241
+8% +$30.7K 0.12% 148
2023
Q3 		$434K Hold
3,060
– – 0.15% 130
2023
Q2 		$359K Sell
3,060
-200
-6% -$23.2K 0.12% 146
2023
Q1 		$455K Hold
3,260
– – 0.16% 127
2022
Q4 		$414K Sell
3,260
-200
-6% -$25.1K 0.15% 140
2022
Q3 		$369K Hold
3,460
– – 0.15% 137
2022
Q2 		$367K Hold
3,460
– – 0.14% 141
2022
Q1 		$351K Sell
3,460
-32
-0.9% -$2.78K 0.12% 150
2021
Q4 		$262K Sell
3,492
-108
-3% -$8.04K 0.09% 184
2021
Q3 		$239K Buy
3,600
+270
+8% +$18K 0.09% 191
2021
Q2 		$268K Hold
3,330
– – 0.1% 171
2021
Q1 		$256K Buy
+3,330
New +$226K 0.11% 167
2020
Q1 		– Sell
-3,832
Closed -$359K – 170
2019
Q4 		$359K Buy
3,832
+100
+3% +$9.45K 0.18% 117
2019
Q3 		$318K Sell
3,732
-2,737
-42% -$221K 0.17% 121
2019
Q2 		$554K Buy
6,469
+3,501
+118% +$289K 0.19% 108
2019
Q1 		$252K Buy
2,968
+2
+0.1% +$165 0.14% 123
2018
Q4 		$222K Buy
+2,966
New +$261K 0.14% 122

Other funds holding VLO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Essex Savings Bank's VLO Position: Q2 2026 in Review

Essex Savings Bank reduced its Valero Energy (VLO) stake by 23% in Q2 2026, selling an estimated $172K and leaving 2,405 shares worth $626K. The position accounts for 0.14% of the portfolio, ranked #159.

Essex Savings Bank first reported a position in VLO in Q4 2018 and has held it in 27 quarters since. The position peaked at $767K in Q1 2026. 950 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Essex Savings Bank held 2,405 shares of Valero Energy worth $626K as of Q2 2026.
  • Essex Savings Bank sold 700 Valero Energy shares in Q2 2026, an estimated $172K.
  • Valero Energy made up 0.14% of Essex Savings Bank's portfolio in Q2 2026, its #159 holding.
  • Essex Savings Bank first reported a position in Valero Energy in Q4 2018 and has held it in 27 quarters since.
  • Essex Savings Bank's Valero Energy position peaked at $767K in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.