First National Bank of Mount Dora’s Valero Energy VLO Stock Holding History

First National Bank of Mount Dora’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	$4.62M	Sell	17,743 -211	-1%	-$52K	0.93%	40
2026 Q1	$4.44M	Buy	17,954 +12,750	+245%	+$2.63M	0.96%	41
2025 Q4	$847K	Sell	5,204 -23	-0.4%	-$3.9K	0.19%	76
2025 Q3	$890K	Sell	5,227 -2,351	-31%	-$351K	0.2%	72
2025 Q2	$1.02M	Sell	7,578 -763	-9%	-$95.1K	0.23%	65
2025 Q1	$1.1M	Sell	8,341 -21,163	-72%	-$2.81M	0.27%	63
2024 Q4	$3.62M	Buy	29,504 +717	+2%	+$95.9K	0.85%	47
2024 Q3	$3.89M	Buy	28,787 +2,225	+8%	+$323K	0.88%	47
2024 Q2	$4.16M	Buy	26,562 +2,604	+11%	+$420K	1%	38
2024 Q1	$4.09M	Buy	23,958 +293	+1%	+$42K	1%	40
2023 Q4	$3.08M	Buy	23,665 +722	+3%	+$91.9K	0.82%	49
2023 Q3	$3.25M	Buy	22,943 +124	+0.5%	+$16.2K	0.96%	44
2023 Q2	$2.68M	Buy	22,819 +2,803	+14%	+$326K	0.76%	52
2023 Q1	$2.79M	Buy	20,016 +2,119	+12%	+$285K	0.85%	48
2022 Q4	$2.27M	Sell	17,897 -760	-4%	-$95.4K	0.75%	51
2022 Q3	$1.99M	Buy	18,657 +10,085	+118%	+$1.11M	0.71%	53
2022 Q2	$911K	Sell	8,572 -1,297	-13%	-$154K	0.31%	66
2022 Q1	$1M	Sell	9,869 -1,302	-12%	-$113K	0.3%	70
2021 Q4	$839K	Sell	11,171 -930	-8%	-$69.3K	0.25%	71
2021 Q3	$854K	Sell	12,101 -3,437	-22%	-$229K	0.28%	70
2021 Q2	$1.21M	Sell	15,538 -6,583	-30%	-$510K	0.4%	58
2021 Q1	$1.58M	Sell	22,121 -37,609	-63%	-$2.56M	0.55%	53
2020 Q4	$3.38M	Buy	59,730 +1,228	+2%	+$60.2K	1.22%	38
2020 Q3	$2.54M	Buy	58,502 +2,880	+5%	+$151K	1.05%	40
2020 Q2	$3.27M	Sell	55,622 -11,316	-17%	-$676K	1.49%	28
2020 Q1	$3.04M	Buy	66,938 +14,705	+28%	+$1.07M	1.6%	29
2019 Q4	$4.89M	Buy	52,233 +630	+1%	+$59.5K	2.06%	17
2019 Q3	$4.4M	Buy	51,603 +7,212	+16%	+$583K	2.01%	19
2019 Q2	$3.8M	Buy	44,391 +1,460	+3%	+$121K	1.75%	28
2019 Q1	$3.64M	Buy	42,931 +4,071	+10%	+$336K	1.6%	27
2018 Q4	$2.91M	Buy	38,860 +95	+0.2%	+$8.35K	1.45%	31
2018 Q3	$4.41M	Sell	38,765 -2,575	-6%	-$292K	1.89%	22
2018 Q2	$4.58M	Buy	41,340 +765	+2%	+$85.8K	2.05%	17
2018 Q1	$3.76M	Sell	40,575 -8,500	-17%	-$793K	1.73%	25
2017 Q4	$4.51M	Buy	49,075 +2,585	+6%	+$213K	1.98%	25
2017 Q3	$3.58M	Buy	46,490 +14,280	+44%	+$983K	1.76%	26
2017 Q2	$2.17M	Buy	+32,210	New	+$2.09M	1.13%	39

Other funds holding VLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

First National Bank of Mount Dora's VLO Position: Q2 2026 in Review

First National Bank of Mount Dora reduced its Valero Energy (VLO) stake by 1.2% in Q2 2026, selling an estimated $52K and leaving 17,743 shares worth $4.62M. The position accounts for 0.93% of the portfolio, ranked #40.

First National Bank of Mount Dora first reported a position in VLO in Q2 2017 and has held it in 37 quarters since. The position peaked at $4.89M in Q4 2019. 894 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

First National Bank of Mount Dora held 17,743 shares of Valero Energy worth $4.62M as of Q2 2026.
First National Bank of Mount Dora sold 211 Valero Energy shares in Q2 2026, an estimated $52K.
Valero Energy made up 0.93% of First National Bank of Mount Dora's portfolio in Q2 2026, its #40 holding.
First National Bank of Mount Dora first reported a position in Valero Energy in Q2 2017 and has held it in 37 quarters since.
First National Bank of Mount Dora's Valero Energy position peaked at $4.89M in Q4 2019.
894 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.