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Great Diamond Partners’s Valero Energy VLO Stock Holding History

Great Diamond Partners’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 		$2.54M Buy
+9,744
New +$2.4M 0.44% 72
2024
Q2 		– Sell
-1,245
Closed -$213K – 226
2024
Q1 		$213K Buy
+1,245
New +$178K 0.05% 214
2020
Q3 		– Sell
-18,238
Closed -$1.07M – 165
2020
Q2 		$1.07M Buy
+18,238
New +$1.09M 0.44% 53
2020
Q1 		– Sell
-13,087
Closed -$1.23M – 584
2019
Q4 		$1.23M Buy
+13,087
New +$1.24M 0.47% 49

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Great Diamond Partners's VLO Position: Q2 2026 in Review

Great Diamond Partners opened a new position in Valero Energy (VLO) in Q2 2026: 9,744 shares worth $2.54M. The stake represents 0.44% of the portfolio and ranks #72 among its holdings. This is a return to the name: Great Diamond Partners previously reported a position in VLO as recently as Q1 2024.

Great Diamond Partners first reported a position in VLO in Q4 2019 and has held it in 4 quarters since. 877 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Great Diamond Partners held 9,744 shares of Valero Energy worth $2.54M as of Q2 2026.
  • Valero Energy was a new Great Diamond Partners position in Q2 2026.
  • Valero Energy made up 0.44% of Great Diamond Partners's portfolio in Q2 2026, its #72 holding.
  • Great Diamond Partners first reported a position in Valero Energy in Q4 2019 and has held it in 4 quarters since.
  • 877 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.