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Lewis Asset Management’s Valero Energy VLO Stock Holding History

Lewis Asset 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 		$1.54M Buy
5,913
+13
+0.2% +$3.2K 0.54% 46
2026
Q1 		$1.46M Buy
5,900
+151
+3% +$31.1K 0.6% 41
2025
Q4 		$936K Sell
5,749
-5
-0.1% -$847 0.38% 66
2025
Q3 		$980K Buy
5,754
+84
+1% +$12.5K 0.4% 61
2025
Q2 		$762K Buy
5,670
+61
+1% +$7.6K 0.36% 69
2025
Q1 		$741K Buy
5,609
+33
+0.6% +$4.38K 0.61% 43
2024
Q4 		$684K Buy
5,576
+148
+3% +$19.8K 0.52% 48
2024
Q3 		$733K Buy
5,428
+181
+3% +$26.3K 0.53% 46
2024
Q2 		$823K Sell
5,247
-103
-2% -$16.6K 0.63% 35
2024
Q1 		$913K Buy
5,350
+124
+2% +$17.8K 0.75% 31
2023
Q4 		$679K Buy
+5,226
New +$665K 0.62% 37

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Lewis Asset Management's VLO Position: Q2 2026 in Review

Lewis Asset Management increased its Valero Energy (VLO) stake by 0.22% in Q2 2026, buying an estimated $3.2K and bringing the position to 5,913 shares worth $1.54M. The position accounts for 0.54% of the portfolio, ranked #46.

Lewis Asset Management first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. 844 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Lewis Asset Management held 5,913 shares of Valero Energy worth $1.54M as of Q2 2026.
  • Lewis Asset Management bought 13 Valero Energy shares in Q2 2026, an estimated $3.2K.
  • Valero Energy made up 0.54% of Lewis Asset Management's portfolio in Q2 2026, its #46 holding.
  • Lewis Asset Management first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
  • 844 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.