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JBR Co Financial Management’s Valero Energy VLO Stock Holding History

JBR Co Financial 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 		$210K Buy
+806
New +$198K 0.08% 129
2024
Q1 		– Sell
-5,083
Closed -$661K – 101
2023
Q4 		$661K Buy
+5,083
New +$647K 0.62% 44

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

JBR Co Financial Management's VLO Position: Q2 2026 in Review

JBR Co Financial Management opened a new position in Valero Energy (VLO) in Q2 2026: 806 shares worth $210K. The stake represents 0.08% of the portfolio and ranks #129 among its holdings. This is a return to the name: JBR Co Financial Management previously reported a position in VLO as recently as Q4 2023.

JBR Co Financial Management first reported a position in VLO in Q4 2023 and has held it in 2 quarters since. The position peaked at $661K in Q4 2023. 601 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • JBR Co Financial Management held 806 shares of Valero Energy worth $210K as of Q2 2026.
  • Valero Energy was a new JBR Co Financial Management position in Q2 2026.
  • Valero Energy made up 0.08% of JBR Co Financial Management's portfolio in Q2 2026, its #129 holding.
  • JBR Co Financial Management first reported a position in Valero Energy in Q4 2023 and has held it in 2 quarters since.
  • JBR Co Financial Management's Valero Energy position peaked at $661K in Q4 2023.
  • 601 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.