Goepper Burkhardt’s Valero Energy VLO Stock Holding History

Goepper Burkhardt’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	$427K	Sell	1,640 -160	-9%	-$39.4K	0.13%	69
2026 Q1	$445K	Hold	1,800	–	–	0.15%	65
2025 Q4	$293K	Hold	1,800	–	–	0.1%	82
2025 Q3	$306K	Hold	1,800	–	–	0.1%	78
2025 Q2	$242K	Hold	1,800	–	–	0.09%	89
2025 Q1	$238K	Hold	1,800	–	–	0.1%	87
2024 Q4	$221K	Hold	1,800	–	–	0.09%	79
2024 Q3	$243K	Hold	1,800	–	–	0.1%	73
2024 Q2	$282K	Hold	1,800	–	–	0.13%	66
2024 Q1	$281K	Hold	1,800	–	–	0.13%	66
2023 Q4	$258K	Hold	1,800	–	–	0.13%	66
2023 Q3	$255K	Hold	1,800	–	–	0.16%	55
2023 Q2	$211K	Hold	1,800	–	–	0.13%	65
2023 Q1	$251K	Hold	1,800	–	–	0.16%	60
2022 Q4	$228K	Buy	+1,800	New	+$226K	0.16%	55

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

Goepper Burkhardt's VLO Position: Q2 2026 in Review

Goepper Burkhardt reduced its Valero Energy (VLO) stake by 8.9% in Q2 2026, selling an estimated $39.4K and leaving 1,640 shares worth $427K. The position accounts for 0.13% of the portfolio, ranked #69.

Goepper Burkhardt first reported a position in VLO in Q4 2022 and has held it in 15 quarters since. The position peaked at $445K in Q1 2026. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Goepper Burkhardt held 1,640 shares of Valero Energy worth $427K as of Q2 2026.
Goepper Burkhardt sold 160 Valero Energy shares in Q2 2026, an estimated $39.4K.
Valero Energy made up 0.13% of Goepper Burkhardt's portfolio in Q2 2026, its #69 holding.
Goepper Burkhardt first reported a position in Valero Energy in Q4 2022 and has held it in 15 quarters since.
Goepper Burkhardt's Valero Energy position peaked at $445K in Q1 2026.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.