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Morton Capital Management’s Valero Energy VLO Stock Holding History

Morton 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 		$343K Buy
1,316
+1
+0.1% +$246 0.05% 110
2026
Q1 		$325K Buy
1,315
+50
+4% +$10.3K 0.05% 95
2025
Q4 		$206K Sell
1,265
-72
-5% -$12.2K 0.03% 129
2025
Q3 		$228K Buy
+1,337
New +$199K 0.04% 115
2024
Q2 		– Sell
-1,261
Closed -$215K – 109
2024
Q1 		$215K Buy
+1,261
New +$181K 0.06% 96

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

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

Morton Capital Management increased its Valero Energy (VLO) stake by 0.08% in Q2 2026, buying an estimated $246 and bringing the position to 1,316 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #110.

Morton Capital Management first reported a position in VLO in Q1 2024 and has held it in 5 quarters since. 552 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Morton Capital Management held 1,316 shares of Valero Energy worth $343K as of Q2 2026.
  • Morton Capital Management bought 1 Valero Energy share in Q2 2026, an estimated $246.
  • Valero Energy made up 0.05% of Morton Capital Management's portfolio in Q2 2026, its #110 holding.
  • Morton Capital Management first reported a position in Valero Energy in Q1 2024 and has held it in 5 quarters since.
  • 552 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.