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Goelzer Investment Management’s Valero Energy VLO Stock Holding History

Goelzer Investment 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 		$7.45M Sell
28,600
-682
-2% -$168K 0.32% 59
2026
Q1 		$7.24M Buy
29,282
+25,438
+662% +$5.24M 0.35% 60
2025
Q4 		$626K Hold
3,844
– – 0.03% 198
2025
Q3 		$654K Sell
3,844
-10
-0.3% -$1.49K 0.03% 175
2025
Q2 		$518K Buy
3,854
+320
+9% +$39.9K 0.03% 184
2025
Q1 		$467K Sell
3,534
-446
-11% -$59.2K 0.03% 187
2024
Q4 		$488K Buy
3,980
+131
+3% +$17.5K 0.03% 181
2024
Q3 		$520K Sell
3,849
-1,500
-28% -$218K 0.03% 174
2024
Q2 		$839K Hold
5,349
– – 0.05% 148
2024
Q1 		$913K Buy
5,349
+63
+1% +$9.03K 0.05% 147
2023
Q4 		$687K Sell
5,286
-785
-13% -$99.9K 0.04% 158
2023
Q3 		$860K Hold
6,071
– – 0.06% 144
2023
Q2 		$712K Hold
6,071
– – 0.06% 149
2023
Q1 		$848K Sell
6,071
-42
-0.7% -$5.64K 0.07% 147
2022
Q4 		$775K Hold
6,113
– – 0.07% 157
2022
Q3 		$653K Buy
+6,113
New +$673K 0.07% 160

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Goelzer Investment Management's VLO Position: Q2 2026 in Review

Goelzer Investment Management reduced its Valero Energy (VLO) stake by 2.3% in Q2 2026, selling an estimated $168K and leaving 28,600 shares worth $7.45M. The position accounts for 0.32% of the portfolio, ranked #59.

Goelzer Investment Management first reported a position in VLO in Q3 2022 and has held it in 16 quarters since. 601 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Goelzer Investment Management held 28,600 shares of Valero Energy worth $7.45M as of Q2 2026.
  • Goelzer Investment Management sold 682 Valero Energy shares in Q2 2026, an estimated $168K.
  • Valero Energy made up 0.32% of Goelzer Investment Management's portfolio in Q2 2026, its #59 holding.
  • Goelzer Investment Management first reported a position in Valero Energy in Q3 2022 and has held it in 16 quarters since.
  • 601 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.