LGT Group Foundation’s Valero Energy VLO Stock Holding History

LGT Group Foundation’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	$742K	Sell	2,850 -3	-0.1%	-$739	0.01%	210
2026 Q1	$705K	Sell	2,853 -75	-3%	-$15.5K	0.01%	214
2025 Q4	$483K	Buy	2,928 +86	+3%	+$14.6K	0.01%	230
2025 Q3	$477K	Hold	2,842	–	–	0.01%	232
2025 Q2	$382K	Sell	2,842 -208	-7%	-$25.9K	﹤0.01%	246
2025 Q1	$403K	Buy	3,050 +850	+39%	+$113K	0.01%	234
2024 Q4	$270K	Hold	2,200	–	–	﹤0.01%	252
2024 Q3	$298K	Hold	2,200	–	–	﹤0.01%	254
2024 Q2	$345K	Hold	2,200	–	–	0.01%	233
2024 Q1	$376K	Hold	2,200	–	–	0.01%	211
2023 Q4	$286K	Hold	2,200	–	–	0.01%	229
2023 Q3	$304K	Hold	2,200	–	–	0.01%	229
2023 Q2	$258K	Hold	2,200	–	–	0.01%	239
2023 Q1	$307K	Hold	2,200	–	–	0.01%	242
2022 Q4	$279K	Hold	2,200	–	–	0.01%	241
2022 Q3	$235K	Hold	2,200	–	–	0.01%	236
2022 Q2	$234K	Hold	2,200	–	–	0.01%	238
2022 Q1	$223K	Buy	+2,200	New	+$191K	0.01%	265

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

LGT Group Foundation's VLO Position: Q2 2026 in Review

LGT Group Foundation reduced its Valero Energy (VLO) stake by 0.11% in Q2 2026, selling an estimated $739 and leaving 2,850 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #210.

LGT Group Foundation first reported a position in VLO in Q1 2022 and has held it in 18 quarters since. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

LGT Group Foundation held 2,850 shares of Valero Energy worth $742K as of Q2 2026.
LGT Group Foundation sold 3 Valero Energy shares in Q2 2026, an estimated $739.
Valero Energy made up 0.01% of LGT Group Foundation's portfolio in Q2 2026, its #210 holding.
LGT Group Foundation first reported a position in Valero Energy in Q1 2022 and has held it in 18 quarters since.
1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.