Northstar Advisory Group’s Valero Energy VLO Stock Holding History

Northstar Advisory Group’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	$897K	Buy	3,446 +11	+0.3%	+$2.71K	0.28%	59
2026 Q1	$849K	Hold	3,435	–	–	0.32%	60
2025 Q4	$559K	Sell	3,435 -37	-1%	-$6.27K	0.2%	77
2025 Q3	$591K	Sell	3,472 -600	-15%	-$89.5K	0.24%	71
2025 Q2	$547K	Sell	4,072 -78	-2%	-$9.72K	0.27%	68
2025 Q1	$548K	Hold	4,150	–	–	0.36%	63
2024 Q4	$509K	Sell	4,150 -7	-0.2%	-$936	0.26%	67
2024 Q3	$561K	Sell	4,157 -9	-0.2%	-$1.31K	0.29%	67
2024 Q2	$653K	Hold	4,166	–	–	0.38%	54
2024 Q1	$662K	Sell	4,166 -50	-1%	-$7.16K	0.4%	47
2023 Q4	$548K	Hold	4,216	–	–	0.33%	49
2023 Q3	$597K	Hold	4,216	–	–	0.44%	48
2023 Q2	$495K	Hold	4,216	–	–	0.32%	52
2023 Q1	$589K	Hold	4,216	–	–	0.44%	48
2022 Q4	$535K	Hold	4,216	–	–	0.42%	51
2022 Q3	$450K	Hold	4,216	–	–	0.4%	50
2022 Q2	$448K	Sell	4,216 -25	-0.6%	-$2.96K	0.33%	43
2022 Q1	$431K	Sell	4,241 -50	-1%	-$4.34K	0.28%	71
2021 Q4	$322K	Buy	+4,291	New	+$320K	0.19%	79
2021 Q3	–	Sell	-4,191	Closed	-$327K	–	131
2021 Q2	$327K	Hold	4,191	–	–	0.2%	91
2021 Q1	$300K	Sell	4,191 -4,055	-49%	-$276K	0.23%	81
2020 Q4	$466K	Buy	+8,246	New	+$405K	0.39%	52

Other funds holding VLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

Northstar Advisory Group's VLO Position: Q2 2026 in Review

Northstar Advisory Group increased its Valero Energy (VLO) stake by 0.32% in Q2 2026, buying an estimated $2.71K and bringing the position to 3,446 shares worth $897K. The position accounts for 0.28% of the portfolio, ranked #59.

Northstar Advisory Group first reported a position in VLO in Q4 2020 and has held it in 22 quarters since. 877 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Northstar Advisory Group held 3,446 shares of Valero Energy worth $897K as of Q2 2026.
Northstar Advisory Group bought 11 Valero Energy shares in Q2 2026, an estimated $2.71K.
Valero Energy made up 0.28% of Northstar Advisory Group's portfolio in Q2 2026, its #59 holding.
Northstar Advisory Group first reported a position in Valero Energy in Q4 2020 and has held it in 22 quarters since.
877 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.