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Newman Dignan & Sheerar Inc’s Valero Energy VLO Stock Holding History

Newman Dignan & Sheerar Inc’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 		$376K Sell
1,445
-33
-2% -$8.13K 0.07% 146
2026
Q1 		$365K Sell
1,478
-404
-21% -$83.3K 0.08% 144
2025
Q4 		$306K Buy
1,882
+283
+18% +$47.9K 0.06% 160
2025
Q3 		$272K Buy
1,599
+3
+0.2% +$447 0.06% 158
2025
Q2 		$215K Buy
+1,596
New +$199K 0.05% 177
2024
Q4 		– Sell
-1,985
Closed -$262K – 194
2024
Q3 		$262K Buy
1,985
+443
+29% +$64.3K 0.06% 157
2024
Q2 		$242K Buy
1,542
+3
+0.2% +$484 0.06% 156
2024
Q1 		$263K Sell
1,539
-427
-22% -$61.2K 0.07% 156
2023
Q4 		$256K Buy
1,966
+482
+32% +$61.3K 0.08% 148
2023
Q3 		$210K Sell
1,484
-377
-20% -$49.4K 0.07% 160
2023
Q2 		$218K Buy
1,861
+224
+14% +$26K 0.07% 173
2023
Q1 		$229K Sell
1,637
-53
-3% -$7.12K 0.07% 173
2022
Q4 		$214K Buy
+1,690
New +$212K 0.07% 176
2019
Q3 		– Sell
-8,762
Closed -$750K – 168
2019
Q2 		$750K Buy
+8,762
New +$723K 0.34% 77
2018
Q3 		– Sell
-2,589
Closed -$287K – 165
2018
Q2 		$287K Sell
2,589
-280
-10% -$31.4K 0.02% 131
2018
Q1 		$292K Sell
2,869
-175
-6% -$16.3K 0.15% 130
2017
Q4 		$280K Buy
+3,044
New +$251K 0.14% 140

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Newman Dignan & Sheerar Inc's VLO Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Valero Energy (VLO) stake by 2.2% in Q2 2026, selling an estimated $8.13K and leaving 1,445 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #146.

Newman Dignan & Sheerar Inc first reported a position in VLO in Q4 2017 and has held it in 17 quarters since. The position peaked at $750K in Q2 2019. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 1,445 shares of Valero Energy worth $376K as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 33 Valero Energy shares in Q2 2026, an estimated $8.13K.
  • Valero Energy made up 0.07% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #146 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Valero Energy in Q4 2017 and has held it in 17 quarters since.
  • Newman Dignan & Sheerar Inc's Valero Energy position peaked at $750K in Q2 2019.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.