L.J. Altfest & Co’s Valero Energy VLO Stock Holding History

L.J. Altfest & Co’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	$1.69M	Sell	6,502 -3,227	-33%	-$795K	0.16%	95
2026 Q1	$2.4M	Buy	+9,729	New	+$2.01M	0.26%	71
2022 Q1	–	Sell	-9,765	Closed	-$733K	–	289
2021 Q4	$733K	Buy	9,765 +8	+0.1%	+$596	0.14%	115
2021 Q3	$689K	Buy	9,757 +1,679	+21%	+$112K	0.14%	109
2021 Q2	$631K	Sell	8,078 -85	-1%	-$6.58K	0.14%	116
2021 Q1	$584K	Buy	+8,163	New	+$555K	0.14%	120
2017 Q2	–	Sell	-4,402	Closed	-$292K	–	159
2017 Q1	$292K	Sell	4,402 -23,358	-84%	-$1.56M	0.12%	112
2016 Q4	$1.9M	Sell	27,760 -262	-0.9%	-$16.1K	0.95%	23
2016 Q3	$1.49M	Buy	28,022 +53	+0.2%	+$2.83K	0.99%	38
2016 Q2	$1.43M	Buy	+27,969	New	+$1.58M	0.99%	40

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

L.J. Altfest & Co's VLO Position: Q2 2026 in Review

L.J. Altfest & Co reduced its Valero Energy (VLO) stake by 33% in Q2 2026, selling an estimated $795K and leaving 6,502 shares worth $1.69M. The position accounts for 0.16% of the portfolio, ranked #95.

L.J. Altfest & Co first reported a position in VLO in Q2 2016 and has held it in 10 quarters since. The position peaked at $2.4M in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

L.J. Altfest & Co held 6,502 shares of Valero Energy worth $1.69M as of Q2 2026.
L.J. Altfest & Co sold 3,227 Valero Energy shares in Q2 2026, an estimated $795K.
Valero Energy made up 0.16% of L.J. Altfest & Co's portfolio in Q2 2026, its #95 holding.
L.J. Altfest & Co first reported a position in Valero Energy in Q2 2016 and has held it in 10 quarters since.
L.J. Altfest & Co's Valero Energy position peaked at $2.4M in Q1 2026.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.