Loudon Investment Management’s Valero Energy VLO Stock Holding History

Loudon Investment 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	$1.1M	Hold	4,219	–	–	0.54%	49
2026 Q1	$1.04M	Hold	4,219	–	–	0.56%	47
2025 Q4	$687K	Hold	4,219	–	–	0.36%	58
2025 Q3	$718K	Hold	4,219	–	–	0.38%	57
2025 Q2	$567K	Hold	4,219	–	–	0.31%	68
2025 Q1	$557K	Hold	4,219	–	–	0.32%	68
2024 Q4	$517K	Hold	4,219	–	–	0.29%	67
2024 Q3	$570K	Hold	4,219	–	–	0.31%	66
2024 Q2	$661K	Hold	4,219	–	–	0.39%	57
2024 Q1	$720K	Sell	4,219 -100	-2%	-$14.3K	0.41%	54
2023 Q4	$561K	Sell	4,319 -200	-4%	-$25.4K	0.35%	67
2023 Q3	$640K	Hold	4,519	–	–	0.44%	55
2023 Q2	$530K	Hold	4,519	–	–	0.35%	64
2023 Q1	$631K	Sell	4,519 -300	-6%	-$40.3K	0.44%	61
2022 Q4	$611K	Sell	4,819 -300	-6%	-$37.7K	0.44%	60
2022 Q3	$547K	Hold	5,119	–	–	0.44%	59
2022 Q2	$544K	Hold	5,119	–	–	0.41%	60
2022 Q1	$520K	Sell	5,119 -345	-6%	-$29.9K	0.34%	63
2021 Q4	$410K	Sell	5,464 -2,184	-29%	-$163K	0.26%	70
2021 Q3	$540K	Sell	7,648 -52	-0.7%	-$3.46K	0.38%	59
2021 Q2	$601K	Hold	7,700	–	–	0.41%	57
2021 Q1	$551K	Sell	7,700 -400	-5%	-$27.2K	0.4%	56
2020 Q4	$458K	Sell	8,100 -2,415	-23%	-$118K	0.36%	54
2020 Q3	$456K	Sell	10,515 -1,995	-16%	-$104K	0.39%	53
2020 Q2	$736K	Hold	12,510	–	–	0.64%	44
2020 Q1	$567K	Buy	12,510 +80	+0.6%	+$5.81K	0.59%	49
2019 Q4	$1.16M	Sell	12,430 -500	-4%	-$47.3K	0.91%	39
2019 Q3	$1.1M	Hold	12,930	–	–	0.93%	38
2019 Q2	$1.11M	Hold	12,930	–	–	0.94%	39
2019 Q1	$1.1M	Hold	12,930	–	–	0.96%	36
2018 Q4	$969K	Hold	12,930	–	–	0.92%	37
2018 Q3	$1.47M	Sell	12,930 -450	-3%	-$51.1K	1.18%	32
2018 Q2	$1.48M	Sell	13,380 -623	-4%	-$69.9K	1.19%	31
2018 Q1	$1.3M	Sell	14,003 -600	-4%	-$56K	1.03%	40
2017 Q4	$1.34M	Sell	14,603 -1,080	-7%	-$89.1K	1.02%	38
2017 Q3	$1.21M	Sell	15,683 -2,025	-11%	-$139K	0.94%	40
2017 Q2	$1.2M	Hold	17,708	–	–	0.91%	41
2017 Q1	$1.17M	Sell	17,708 -2,895	-14%	-$194K	0.89%	40
2016 Q4	$1.41M	Sell	20,603 -167	-0.8%	-$10.3K	1.1%	34
2016 Q3	$1.1M	Buy	20,770 +67	+0.3%	+$3.57K	0.86%	37
2016 Q2	$1.06M	Hold	20,703	–	–	0.84%	39
2016 Q1	$1.33M	Sell	20,703 -2,818	-12%	-$179K	1.07%	32
2015 Q4	$1.66M	Sell	23,521 -8,000	-25%	-$545K	1.34%	27
2015 Q3	$1.89M	Sell	31,521 -159	-0.5%	-$10.1K	1.63%	25
2015 Q2	$1.98M	Sell	31,680 -520	-2%	-$30.7K	1.5%	26
2015 Q1	$2.05M	Sell	32,200 -7,320	-19%	-$408K	1.55%	22
2014 Q4	$1.96M	Hold	39,520	–	–	1.46%	24
2014 Q3	$1.83M	Hold	39,520	–	–	1.3%	27
2014 Q2	$1.98M	Sell	39,520 -1,200	-3%	-$66.2K	1.36%	26
2014 Q1	$2.16M	Sell	40,720 -1,400	-3%	-$71.7K	1.56%	21
2013 Q4	$2.12M	Buy	+42,120	New	+$1.78M	1.56%	21

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

Loudon Investment Management's VLO Position: Q2 2026 in Review

Loudon Investment Management held its Valero Energy (VLO) position steady in Q2 2026 at 4,219 shares worth $1.1M. The position accounts for 0.54% of the portfolio, ranked #49.

Loudon Investment Management first reported a position in VLO in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.16M in Q1 2014. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Loudon Investment Management held 4,219 shares of Valero Energy worth $1.1M as of Q2 2026.
Loudon Investment Management left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.54% of Loudon Investment Management's portfolio in Q2 2026, its #49 holding.
Loudon Investment Management first reported a position in Valero Energy in Q4 2013 and has held it in 51 quarters since.
Loudon Investment Management's Valero Energy position peaked at $2.16M in Q1 2014.
1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.