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LVW Advisors’s Valero Energy VLO Stock Holding History

LVW Advisors’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 		$444K Buy
1,706
+318
+23% +$78.3K 0.04% 255
2026
Q1 		$343K Buy
+1,388
New +$286K 0.03% 294
2018
Q4 		– Sell
-2,345
Closed -$267K – 169
2018
Q3 		$267K Sell
2,345
-600
-20% -$68.1K 0.08% 142
2018
Q2 		$326K Sell
2,945
-95
-3% -$10.7K 0.1% 106
2018
Q1 		$282K Buy
+3,040
New +$284K 0.09% 117

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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 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

LVW Advisors's VLO Position: Q2 2026 in Review

LVW Advisors increased its Valero Energy (VLO) stake by 23% in Q2 2026, buying an estimated $78.3K and bringing the position to 1,706 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #255.

LVW Advisors first reported a position in VLO in Q1 2018 and has held it in 5 quarters since. 875 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • LVW Advisors held 1,706 shares of Valero Energy worth $444K as of Q2 2026.
  • LVW Advisors bought 318 Valero Energy shares in Q2 2026, an estimated $78.3K.
  • Valero Energy made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #255 holding.
  • LVW Advisors first reported a position in Valero Energy in Q1 2018 and has held it in 5 quarters since.
  • 875 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.