Jacobsen Capital Management’s Valero Energy VLO Stock Holding History

Jacobsen 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	$276K	Sell	1,061 -9	-0.8%	-$2.22K	0.08%	95
2026 Q1	$264K	Buy	+1,070	New	+$221K	0.09%	92
2024 Q2	–	Sell	-1,201	Closed	-$205K	–	102
2024 Q1	$205K	Buy	+1,201	New	+$172K	0.1%	89

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

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

Jacobsen Capital Management reduced its Valero Energy (VLO) stake by 0.84% in Q2 2026, selling an estimated $2.22K and leaving 1,061 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #95.

Jacobsen Capital Management first reported a position in VLO in Q1 2024 and has held it in 3 quarters since. 1,974 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Jacobsen Capital Management held 1,061 shares of Valero Energy worth $276K as of Q2 2026.
Jacobsen Capital Management sold 9 Valero Energy shares in Q2 2026, an estimated $2.22K.
Valero Energy made up 0.08% of Jacobsen Capital Management's portfolio in Q2 2026, its #95 holding.
Jacobsen Capital Management first reported a position in Valero Energy in Q1 2024 and has held it in 3 quarters since.
1,974 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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