Evergreen Capital Management’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$306K Sell
1,174
-132
-10% -$32.5K 0.01% 1209
2026
Q1
$323K Buy
+1,306
New +$269K 0.01% 1075
2025
Q4
Sell
-1,740
Closed -$296K 1520
2025
Q3
$296K Buy
+1,740
New +$259K 0.01% 984
2020
Q1
Sell
-3,128
Closed -$293K 494
2019
Q4
$293K Buy
+3,128
New +$296K 0.02% 359

Other funds holding VLO

Evergreen Capital Management's VLO Position: Q2 2026 in Review

Evergreen Capital Management reduced its Valero Energy (VLO) stake by 10% in Q2 2026, selling an estimated $32.5K and leaving 1,174 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #1209.

Evergreen Capital Management first reported a position in VLO in Q4 2019 and has held it in 4 quarters since. The position peaked at $323K in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Evergreen Capital Management held 1,174 shares of Valero Energy worth $306K as of Q2 2026.
  • Evergreen Capital Management sold 132 Valero Energy shares in Q2 2026, an estimated $32.5K.
  • Valero Energy made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1209 holding.
  • Evergreen Capital Management first reported a position in Valero Energy in Q4 2019 and has held it in 4 quarters since.
  • Evergreen Capital Management's Valero Energy position peaked at $323K in Q1 2026.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.