MFG
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Magnus Financial Group’s Valero Energy VLO Stock Holding History

Magnus Financial Group’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 		– Sell
-930
Closed -$230K – 415
2026
Q1 		$230K Buy
+930
New +$192K 0.02% 339
2025
Q4 		– Sell
-1,221
Closed -$208K – 443
2025
Q3 		$208K Buy
+1,221
New +$182K 0.02% 385
2025
Q1 		– Sell
-1,818
Closed -$223K – 390
2024
Q4 		$223K Buy
1,818
+155
+9% +$20.7K 0.02% 331
2024
Q3 		$225K Sell
1,663
-89
-5% -$12.9K 0.02% 307
2024
Q2 		$275K Buy
1,752
+73
+4% +$11.8K 0.03% 265
2024
Q1 		$287K Sell
1,679
-247
-13% -$35.4K 0.03% 255
2023
Q4 		$250K Sell
1,926
-139
-7% -$17.7K 0.03% 252
2023
Q3 		$293K Buy
2,065
+26
+1% +$3.41K 0.04% 213
2023
Q2 		$239K Buy
2,039
+44
+2% +$5.11K 0.03% 237
2023
Q1 		$278K Buy
1,995
+104
+5% +$14K 0.04% 229
2022
Q4 		$240K Sell
1,891
-235
-11% -$29.5K 0.04% 231
2022
Q3 		$227K Buy
2,126
+49
+2% +$5.39K 0.04% 221
2022
Q2 		$221K Buy
+2,077
New +$246K 0.04% 250

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Magnus Financial Group's VLO Position: Q2 2026 in Review

Magnus Financial Group sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 930 shares — an estimated $230K sold.

Magnus Financial Group first reported a position in VLO in Q2 2022 and held it in 13 quarters. The position peaked at $293K in Q3 2023. 601 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Magnus Financial Group reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
  • Magnus Financial Group sold 930 Valero Energy shares in Q2 2026, an estimated $230K.
  • Magnus Financial Group first reported a position in Valero Energy in Q2 2022 and held it in 13 quarters.
  • Magnus Financial Group's Valero Energy position peaked at $293K in Q3 2023.
  • 601 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.