Family Management’s Valero Energy VLO Stock Holding History

Family 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	$5.52M	Sell	21,211 -293	-1%	-$72.1K	0.57%	40
2026 Q1	$5.31M	Buy	21,504 +20,052	+1,381%	+$4.13M	0.64%	34
2025 Q4	$236K	Buy	+1,452	New	+$246K	0.03%	210
2025 Q2	–	Sell	-16,975	Closed	-$2.24M	–	248
2025 Q1	$2.24M	Sell	16,975 -6,514	-28%	-$864K	0.37%	69
2024 Q4	$2.88M	Buy	23,489 +8,930	+61%	+$1.19M	0.46%	53
2024 Q3	$1.97M	Buy	+14,559	New	+$2.11M	0.32%	66

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Family Management's VLO Position: Q2 2026 in Review

Family Management reduced its Valero Energy (VLO) stake by 1.4% in Q2 2026, selling an estimated $72.1K and leaving 21,211 shares worth $5.52M. The position accounts for 0.57% of the portfolio, ranked #40.

Family Management first reported a position in VLO in Q3 2024 and has held it in 6 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Family Management held 21,211 shares of Valero Energy worth $5.52M as of Q2 2026.
Family Management sold 293 Valero Energy shares in Q2 2026, an estimated $72.1K.
Valero Energy made up 0.57% of Family Management's portfolio in Q2 2026, its #40 holding.
Family Management first reported a position in Valero Energy in Q3 2024 and has held it in 6 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.