Morton Brown Family Wealth’s Valero Energy VLO Stock Holding History

Morton Brown Family Wealth’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	$521	Buy	+2	New	+$492	﹤0.01%	369

Other funds holding VLO

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Morton Brown Family Wealth's VLO Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Valero Energy (VLO) in Q2 2026: 2 shares worth $521. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings.

601 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Morton Brown Family Wealth held 2 shares of Valero Energy worth $521 as of Q2 2026.
Valero Energy was a new Morton Brown Family Wealth position in Q2 2026.
Valero Energy made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #369 holding.
601 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.