JWCA
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J.W. Cole Advisors’s Valero Energy VLO Stock Holding History

J.W. Cole Advisors’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 		$2.73M Sell
10,490
-244
-2% -$60.1K 0.05% 397
2026
Q1 		$2.65M Sell
10,734
-168
-2% -$34.6K 0.09% 203
2025
Q4 		$1.23M Buy
10,902
+652
+6% +$110K 0.03% 566
2025
Q3 		$1.75M Sell
10,250
-321
-3% -$47.9K 0.03% 518
2025
Q2 		$1.42M Buy
10,571
+2,199
+26% +$274K 0.03% 547
2025
Q1 		$1.11M Buy
8,372
+5,779
+223% +$767K 0.03% 508
2024
Q4 		$318K Buy
2,593
+61
+2% +$8.16K 0.01% 764
2024
Q3 		$342K Sell
2,532
-255
-9% -$37K 0.01% 732
2024
Q2 		$437K Sell
2,787
-888
-24% -$143K 0.02% 554
2024
Q1 		$629K Buy
3,675
+170
+5% +$24.4K 0.03% 463
2023
Q4 		$456K Buy
3,505
+239
+7% +$30.4K 0.03% 516
2023
Q3 		$463K Sell
3,266
-12
-0.4% -$1.57K 0.03% 434
2023
Q2 		$385K Sell
3,278
-1,103
-25% -$128K 0.03% 500
2023
Q1 		$612K Buy
4,381
+575
+15% +$77.2K 0.04% 398
2022
Q4 		$483K Buy
3,806
+300
+9% +$37.7K 0.04% 427
2022
Q3 		$375K Sell
3,506
-240
-6% -$26.4K 0.03% 466
2022
Q2 		$398K Buy
3,746
+1,670
+80% +$198K 0.03% 465
2022
Q1 		$211K Buy
+2,076
New +$180K 0.01% 732
2020
Q4 		– Sell
-6,706
Closed -$290K – 874
2020
Q3 		$290K Buy
+6,706
New +$351K 0.02% 557
2020
Q1 		– Sell
-4,047
Closed -$379K – 491
2019
Q4 		$379K Buy
+4,047
New +$382K 0.05% 362

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

J.W. Cole Advisors's VLO Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Valero Energy (VLO) stake by 2.3% in Q2 2026, selling an estimated $60.1K and leaving 10,490 shares worth $2.73M. The position accounts for 0.05% of the portfolio, ranked #397.

J.W. Cole Advisors first reported a position in VLO in Q4 2019 and has held it in 20 quarters since. 601 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • J.W. Cole Advisors held 10,490 shares of Valero Energy worth $2.73M as of Q2 2026.
  • J.W. Cole Advisors sold 244 Valero Energy shares in Q2 2026, an estimated $60.1K.
  • Valero Energy made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #397 holding.
  • J.W. Cole Advisors first reported a position in Valero Energy in Q4 2019 and has held it in 20 quarters since.
  • 601 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.