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Monument Capital Management’s Valero Energy VLO Stock Holding History

Monument Capital 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 		$3.22M Buy
12,365
+993
+9% +$244K 0.65% 54
2026
Q1 		$2.81M Buy
11,372
+9,465
+496% +$1.95M 0.7% 54
2025
Q4 		$310K Hold
1,907
– – 0.08% 176
2025
Q3 		$325K Sell
1,907
-46
-2% -$6.86K 0.08% 166
2025
Q2 		$263K Sell
1,953
-682
-26% -$85K 0.07% 182
2025
Q1 		$348K Buy
2,635
+71
+3% +$9.42K 0.11% 142
2024
Q4 		$314K Sell
2,564
-231
-8% -$30.9K 0.09% 155
2024
Q3 		$377K Buy
2,795
+74
+3% +$10.7K 0.1% 132
2024
Q2 		$427K Buy
2,721
+9
+0.3% +$1.45K 0.13% 118
2024
Q1 		$463K Buy
2,712
+51
+2% +$7.31K 0.13% 122
2023
Q4 		$346K Buy
2,661
+139
+6% +$17.7K 0.11% 136
2023
Q3 		$357K Sell
2,522
-78
-3% -$10.2K 0.12% 130
2023
Q2 		$305K Buy
2,600
+390
+18% +$45.3K 0.1% 131
2023
Q1 		$309K Buy
2,210
+525
+31% +$70.5K 0.1% 122
2022
Q4 		$214K Buy
+1,685
New +$212K 0.07% 148

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

Monument Capital Management's VLO Position: Q2 2026 in Review

Monument Capital Management increased its Valero Energy (VLO) stake by 8.7% in Q2 2026, buying an estimated $244K and bringing the position to 12,365 shares worth $3.22M. The position accounts for 0.65% of the portfolio, ranked #54.

Monument Capital Management first reported a position in VLO in Q4 2022 and has held it in 15 quarters since. 875 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Monument Capital Management held 12,365 shares of Valero Energy worth $3.22M as of Q2 2026.
  • Monument Capital Management bought 993 Valero Energy shares in Q2 2026, an estimated $244K.
  • Valero Energy made up 0.65% of Monument Capital Management's portfolio in Q2 2026, its #54 holding.
  • Monument Capital Management first reported a position in Valero Energy in Q4 2022 and has held it in 15 quarters since.
  • 875 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.