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WELLINGTON-ALTUS USA INC.’s Valero Energy VLO Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$29.2K Sell
118
-958
-89% -$236K 0.02% 424
2026
Q1 		$280K Buy
+1,076
New +$222K 0.17% 123

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

WELLINGTON-ALTUS USA INC.'s VLO Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its Valero Energy (VLO) stake by 89% in Q2 2026, selling an estimated $236K and leaving 118 shares worth $29.2K. The position accounts for 0.02% of the portfolio, ranked #424.

WELLINGTON-ALTUS USA INC. first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. The position peaked at $280K in Q1 2026. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 118 shares of Valero Energy worth $29.2K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 958 Valero Energy shares in Q2 2026, an estimated $236K.
  • Valero Energy made up 0.02% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #424 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Valero Energy position peaked at $280K in Q1 2026.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.