Genus Capital Management’s Valero Energy VLO Stock Holding History

Genus Capital 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	$8.72M	Sell	33,490 -8,710	-21%	-$2.14M	0.86%	39
2026 Q1	$10.4M	Sell	42,200 -3,800	-8%	-$783K	1.19%	22
2025 Q4	$7.49M	Buy	46,000 +22,900	+99%	+$3.88M	0.87%	42
2025 Q3	$3.93M	Buy	+23,100	New	+$3.44M	0.46%	77
2024 Q2	–	Sell	-18,400	Closed	-$2.97M	–	381
2024 Q1	$3.14M	Buy	+18,400	New	+$2.64M	0.41%	86
2023 Q3	–	Sell	-10,440	Closed	-$1.22M	–	215
2023 Q2	$1.22M	Buy	+10,440	New	+$1.21M	0.18%	125

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

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

Genus Capital Management reduced its Valero Energy (VLO) stake by 21% in Q2 2026, selling an estimated $2.14M and leaving 33,490 shares worth $8.72M. The position accounts for 0.86% of the portfolio, ranked #39.

Genus Capital Management first reported a position in VLO in Q2 2023 and has held it in 6 quarters since. The position peaked at $10.4M in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Genus Capital Management held 33,490 shares of Valero Energy worth $8.72M as of Q2 2026.
Genus Capital Management sold 8,710 Valero Energy shares in Q2 2026, an estimated $2.14M.
Valero Energy made up 0.86% of Genus Capital Management's portfolio in Q2 2026, its #39 holding.
Genus Capital Management first reported a position in Valero Energy in Q2 2023 and has held it in 6 quarters since.
Genus Capital Management's Valero Energy position peaked at $10.4M in Q1 2026.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.