Middleton & Co’s Valero Energy VLO Stock Holding History

Middleton & Co’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	$250K	Sell	961 -50	-5%	-$12.3K	0.03%	151
2026 Q1	$250K	Buy	+1,011	New	+$208K	0.03%	148

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

Middleton & Co's VLO Position: Q2 2026 in Review

Middleton & Co reduced its Valero Energy (VLO) stake by 4.9% in Q2 2026, selling an estimated $12.3K and leaving 961 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #151.

Middleton & Co first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Middleton & Co held 961 shares of Valero Energy worth $250K as of Q2 2026.
Middleton & Co sold 50 Valero Energy shares in Q2 2026, an estimated $12.3K.
Valero Energy made up 0.03% of Middleton & Co's portfolio in Q2 2026, its #151 holding.
Middleton & Co first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.